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Vista Wealth Management Group, LLC
|
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|
Albion Financial Group /ut
|
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|
Graney & King, LLC
|
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|
Texas Permanent School Fund
|
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|
Nordea Investment Management Ab
|
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|
Louisiana State Employees Retirement System
|
|
|
|
|
|
Compass Ion Advisors, LLC
|
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|
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|
Key FInancial Inc
|
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|
ETLGX - E Trade Trust - E*TRADE No Fee Large Cap Index Fund
|
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|
Raleigh Capital Management Inc.
|
|
|
|
|
|
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
|
|
|
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|
ILCG - iSHARES TRUST - iShares Morningstar Large-Cap Growth ETF
|
|
|
|
|
|
DekaBank Deutsche Girozentrale
|
|
|
|
|
|
EQ ADVISORS TRUST - 1290 VT Socially Responsible Portfolio Class IB
|
|
|
|
|
|
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT S&P 500 Index Fund Class IV
|
|
|
|
|
|
AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Dynamic Asset Allocation Portfolio Class A
|
|
|
|
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|
Signaturefd, Llc
|
|
|
|
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|
TLSTX - TIAA-CREF LIFE FUNDS - Stock Index Fund
|
|
|
|
|
|
GEQYX - GuideStone Funds - EQUITY INDEX FUND Institutional
|
|
|
|
|
|
Diamond Hill Capital Management Inc
|
|
|
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|
RSP - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Equal Weight ETF
|
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|
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|
Fischer Financial Services, Inc.
|
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|
LGPIX - Profunds - Large-cap Growth Profund Investor Class
|
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|
SMCO - Tidal Trust II - Hilton Small-MidCap Opportunity ETF
|
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|
Pacer Advisors, Inc.
|
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|
Two Sigma Investments, Lp
|
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We Are One Seven, LLC
|
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|
VOTE - Engine No. 1 ETF Trust - Engine No. 1 Transform 500 ETF
|
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|
DLN - WisdomTree Trust - WisdomTree U.S. LargeCap Dividend Fund N/A
|
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Farmers & Merchants Investments Inc
|
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|
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Essex Savings Bank
|
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JAENX - JANUS INVESTMENT FUND - Janus Henderson Enterprise Fund Class T
|
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Resources Investment Advisors, LLC.
|
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|
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|
SUSSX - STATE STREET INSTITUTIONAL FUNDS - State Street Institutional U.S. Equity Fund Service Class
|
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Foster Dykema Cabot & Partners, Llc
|
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CX Institutional
|
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|
Glenmede Investment Management, LP
|
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Fortitude Family Office, LLC
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|
Schonfeld Strategic Advisors LLC
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Oakworth Capital, Inc.
|
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JUST - Goldman Sachs ETF Trust - Goldman Sachs JUST U.S. Large Cap Equity ETF
|
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Patron Partners Advisors, Llc
|
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Legacy Capital Wealth Partners, LLC
|
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|
SPIAX - Aim Counselor Series Trust (invesco Counselor Series Trust) - Invesco S&p 500 Index Fund Class A
|
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|
Strategic Investment Solutions, Inc. /IL
|
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Trinity Financial Advisors LLC
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Glass Jacobson Investment Advisors llc
|
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Grove Bank & Trust
|
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Umb Bank N A/mo
|
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Geode Capital Management, Llc
|
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Bank of Jackson Hole Trust
|
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Running Oak Capital LLC
|
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|
SSBIX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Balanced Index Fund Class K
|
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|
|
|
|
BTAL - AGF Investments Trust - AGFiQ U.S. Market Neutral Anti-Beta Fund
|
|
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|
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|
PFG Investments, LLC
|
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|
PPSFX - PRINCIPAL FUNDS, INC. - LargeCap Value Fund III R-3
|
|
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|
La Banque Postale Asset Management SA
|
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|
PMEGX - T. Rowe Price Institutional Equity Funds, Inc. - T. Rowe Price Institutional Mid-Cap Equity Growth Fund
|
|
|
|
|
|
IPDP - Listed Funds Trust - Dividend Performers ETF
|
|
|
|
|
|
QAAGRX - T. Rowe Price Equity Series, Inc. - T. Rowe Price Moderate Allocation Portfolio
|
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|
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|
Triangle Securities Wealth Management
|
|
|
|
|
|
NCTWX - Nicholas Ii, Inc - Nicholas Ii Inc Class I
|
|
|
|
|
|
SEASONS SERIES TRUST - SA Multi-Managed Mid Cap Growth Portfolio Class 1
|
|
|
|
|
|
FVD - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Value Line Dividend Index Fund
|
|
|
|
|
|
Petros Family Wealth, LLC
|
|
|
|
|
|
TILIX - TIAA-CREF FUNDS - TIAA-CREF Large-Cap Growth Index Fund Institutional Class
|
|
|
|
|
|
Eqis Capital Management, Inc.
|
|
|
|
|
|
Ag2r La Mondiale Gestion D'actifs
|
|
|
|
|
|
LGLV - SPDR SERIES TRUST - SPDR SSGA US Large Cap Low Volatility Index ETF
|
|
|
|
|
|
Northstar Group, Inc.
|
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|
First Citizens Bank & Trust Co
|
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|
RDA Financial Network
|
|
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|
Bank Julius Baer & Co. Ltd, Zurich
|
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|
Global X Japan Co., Ltd.
|
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|
Bridgewater Advisors Inc.
|
|
|
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|
|
DUSL - Direxion Shares ETF Trust - Direxion Daily Industrials Bull 3X Shares
|
|
|
|
|
|
ONEO - SPDR SERIES TRUST - SPDR Russell 1000 Momentum Focus ETF
|
|
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|
|
Richardson Capital Management LLC
|
|
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|
|
Cyrus J. Lawrence, LLC
|
|
|
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|
Principal Securities, Inc.
|
|
|
|
|
|
USISX - USAA MUTUAL FUNDS TRUST - Income Stock Fund Shares
|
|
|
|
|
|
PAEAX - PUTNAM ASSET ALLOCATION FUNDS - Putnam Dynamic Asset Allocation Growth Fund Class A shares
|
|
|
|
|
|
Centaurus Financial, Inc.
|
|
|
|
|
|
GW&K Investment Management, LLC
|
|
|
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|
|
Ellevest, Inc.
|
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|
|
|
|
Manchester Capital Management LLC
|
|
|
|
|
|
Atwater Malick LLC
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Blended Large Cap Growth Managed Volatility Fund Standard Class
|
|
|
|
|
|
TIEIX - TIAA-CREF FUNDS - TIAA-CREF Equity Index Fund Institutional Class
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA Large Cap Index Portfolio Class 1
|
|
|
|
|
|
Gulf International Bank (UK) Ltd
|
|
|
|
|
|
TQGEX - T. Rowe Price Quantitative Management Funds, Inc. - T. Rowe Price QM Global Equity Fund
|
|
|
|
|
|
ULPIX - Profunds - Ultrabull Profund Investor Class
|
|
|
|
|
|
Brown, Lisle/cummings, Inc.
|
|
|
|
|
|
Standard Life Aberdeen plc
|
|
|
|
|
|
PENN SERIES FUNDS INC - Index 500 Fund
|
|
|
|
|
|
BBUS - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan BetaBuilders U.S. Equity ETF
|
|
|
|
|
|
Hutchens & Kramer Investment Management Group, LLC
|
|
|
|
|
|
INDEX - Index Funds - S&P 500(R) Equal Weight No Load Shares
|
|
|
|
|
|
CWS - AdvisorShares Trust - AdvisorShares Focused Equity ETF
|
|
|
|
|
|
IWD - iSHARES TRUST - iShares Russell 1000 Value ETF
|
|
|
|
|
|
Cary Street Partner Investment Advisory Llc
|
|
|
|
|
|
Parallel Advisors, LLC
|
|
|
|
|
|
Sound View Wealth Advisors Group, LLC
|
|
|
|
|
|
SSMAX - Sei Institutional Investments Trust - Siit Small Mid Cap Equity Fund - Class A
|
|
|
|
|
|
TRPBX - T. Rowe Price Spectrum Funds II, Inc. - T. Rowe Price Spectrum Moderate Allocation Fund
|
|
|
|
|
|
RYSOX - RYDEX SERIES FUNDS - S&P 500 Fund Class A
|
|
|
|
|
|
ONEV - SPDR SERIES TRUST - SPDR Russell 1000 Low Volatility Focus ETF
|
|
|
|
|
|
MUTUAL OF AMERICA INVESTMENT CORP - All America Fund Class
|
|
|
|
|
|
Profunds - Profund Vp Large-cap Growth
|
|
|
|
|
|
JGRW - TRUST FOR PROFESSIONAL MANAGERS - Jensen Quality Growth ETF
|
|
|
|
|
|
Wolff Wiese Magana Llc
|
|
|
|
|
|
Hallmark Capital Management Inc
|
|
|
|
|
|
Cary Street Partners Financial Llc
|
|
|
|
|
|
SNS Financial Group, LLC
|
|
|
|
|
|
QRPNX - AQR Funds - AQR Alternative Risk Premia Fund Class N
|
|
|
|
|
|
NOIEX - Northern Funds - Northern Income Equity Fund
|
|
|
|
|
|
Maseco Llp
|
|
|
|
|
|
BLACKROCK FUNDS - iShares Russell Mid-Cap Index Fund Institutional
|
|
|
|
|
|
ISPY - PROSHARES TRUST - ProShares S&P 500 High Income ETF
|
|
|
|
|
|
Banco Bilbao Vizcaya Argentaria, S.a.
|
|
|
|
|
|
Quest 10 Wealth Builders, Inc.
|
|
|
|
|
|
Gen-Wealth Partners Inc
|
|
|
|
|
|
Central Pacific Bank - Trust Division
|
|
|
|
|
|
Independent Wealth Network Inc.
|
|
|
|
|
|
Caitong International Asset Management Co., Ltd
|
|
|
|
|
|
Prana Capital Management, LP
|
|
|
|
|
|
RYTTX - RYDEX DYNAMIC FUNDS - S&P 500 2x Strategy Fund A
|
|
|
|
|
|
Kidder Stephen W
|
|
|
|
|
|
Security National Bank
|
|
|
|
|
|
Chilton Capital Management Llc
|
|
|
|
|
|
Sumitomo Mitsui Trust Holdings, Inc.
|
|
|
|
|
|
California Public Employees Retirement System
|
|
|
|
|
|
HighTower Advisors, LLC
|
|
|
|
|
|
MPMCX - BNY MELLON FUNDS TRUST - BNY Mellon Mid Cap Multi-Strategy Fund Class M Shares
|
|
|
|
|
|
Profunds - Profund Vp Industrials
|
|
|
|
|
|
BFOR - ALPS ETF Trust - Barron's 400 ETF
|
|
|
|
|
|
Bayforest Capital Ltd
|
|
|
|
|
|
Avion Wealth
|
|
|
|
|
|
CGJAX - Calvert Responsible Index Series, Inc. - Calvert US Large-Cap Growth Responsible Index Fund Class A
|
|
|
|
|
|
Unigestion Holding SA
|
|
|
|
|
|
Transamerica Financial Advisors, Inc.
|
|
|
|
|
|
SDLAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Dynamic Asset Allocation Fund - Class A
|
|
|
|
|
|
Cape Investment Advisory, Inc.
|
|
|
|
|
|
MUTUAL OF AMERICA INVESTMENT CORP - Catholic Values Index Fund Class
|
|
|
|
|
|
PMPRX - PRINCIPAL FUNDS INC - MidCap Value Fund I R-3
|
|
|
|
|
|
Sanibel Captiva Trust Company, Inc.
|
|
|
|
|
|
Martingale Asset Management L P
|
|
|
|
|
|
Missouri Trust & Investment Co
|
|
|
|
|
|
Brown Brothers Harriman & Co
|
|
|
|
|
|
Fisher Asset Management, LLC
|
|
|
|
|
|
Deutsche Dws Equity 500 Index Portfolio - Deutsche Dws Equity 500 Index Portfolio
|
|
|
|
|
|
Cadent Capital Advisors, LLC
|
|
|
|
|
|
Addenda Capital Inc.
|
|
|
|
|
|
Mascoma Wealth Management LLC
|
|
|
|
|
|
DEUTSCHE DWS INVESTMENTS VIT FUNDS - DWS Equity 500 Index VIP Class A
|
|
|
|
|
|
PPQMX - PRINCIPAL FUNDS, INC. - MidCap Growth Fund III R-3
|
|
|
|
|
|
VRNIX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 1000 Index Fund Institutional Shares
|
|
|
|
|
|
U.S. Capital Wealth Advisors, LLC
|
|
|
|
|
|
Bank OZK
|
|
|
|
|
|
MSBWX - MORGAN STANLEY INSTITUTIONAL FUND INC - American Resilience Portfolio Class C
|
|
|
|
|
|
USGRX - USAA MUTUAL FUNDS TRUST - Growth & Income Fund Shares
|
|
|
|
|
|
IVOAX - IVY FUNDS - Ivy Mid Cap Income Opportunities Fund Class A
|
|
|
|
|
|
Personal Cfo Solutions, Llc
|
|
|
|
|
|
CVMC - Morgan Stanley ETF Trust - Calvert US Mid-Cap Core Responsible Index ETF
|
|
|
|
|
|
Caliber Wealth Management, LLC / KS
|
|
|
|
|
|
Penserra Capital Management LLC
|
|
|
|
|
|
PUTNAM FUNDS TRUST - Putnam Dynamic Asset Allocation Equity Fund Class A
|
|
|
|
|
|
Nordwand Advisors, LLC
|
|
|
|
|
|
Orion Portfolio Solutions, LLC
|
|
|
|
|
|
SPLV - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 Low Volatility ETF
|
|
|
|
|
|
VFMO - VANGUARD WELLINGTON FUND - Vanguard U.S. Momentum Factor ETF ETF Shares
|
|
|
|
|
|
PineBridge Investments, L.P.
|
|
|
|
|
|
Shore Point Advisors, LLC
|
|
|
|
|
|
QWVPX - CLEARWATER INVESTMENT TRUST - Clearwater Core Equity Fund
|
|
|
|
|
|
SA FUNDS INVESTMENT TRUST - SA U.S. Core Market Fund
|
|
|
|
|
|
Private Trust Co Na
|
|
|
|
|
|
IYY - iSHARES TRUST - iShares Dow Jones U.S. ETF
|
|
|
|
|
|
DWAFX - Arrow Investments Trust - ARROW DWA BALANCED FUND CLASS A SHARES
|
|
|
|
|
|
Jump Financial, LLC
|
|
|
|
|
|
FLQL - Franklin Templeton ETF Trust - Franklin LibertyQ U.S. Equity ETF
|
|
|
|
|
|
PHEFX - T. Rowe Price Equity Funds, Inc. - T. Rowe Price Hedged Equity Fund
|
|
|
|
|
|
SSUSX - STATE STREET VARIABLE INSURANCE SERIES FUNDS INC - State Street U.S. Equity V.I.S. Fund Class 1 Shares
|
|
|
|
|
|
SPMO - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 Momentum ETF
|
|
|
|
|
|
Advanced Series Trust - Ast Prudential Growth Allocation Portfolio
|
|
|
|
|
|
Livforsakringsbolaget Skandia, Omsesidigt
|
|
|
|
|
|
HUSV - First Trust Exchange-Traded Fund III - First Trust Horizon Managed Volatility Domestic ETF
|
|
|
|
|
|
Prudential Plc
|
|
|
|
|
|
Mufg Securities Americas Inc.
|
|
|
|
|
|
WELLS FARGO VARIABLE TRUST - Wells Fargo VT Index Asset Allocation Fund Class 2
|
|
|
|
|
|
Highline Wealth Partners Llc
|
|
|
|
|
|
Annis Gardner Whiting Capital Advisors, LLC
|
|
|
|
|
|
NewSquare Capital LLC
|
|
|
|
|
|
Van Eck Associates Corp
|
|
|
|
|
|
AVSU - AMERICAN CENTURY ETF TRUST - Avantis Responsible U.S. Equity ETF
|
|
|
|
|
|
Verition Fund Management LLC
|
|
|
|
|
|
DURPX - DFA INVESTMENT DIMENSIONS GROUP INC - U.S. High Relative Profitability Portfolio Institutional Class
|
|
|
|
|
|
Avantax Planning Partners, Inc.
|
|
|
|
|
|
SDYAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Dynamic Asset Allocation Fund Class F
|
|
|
|
|
|
Intech Investment Management Llc
|
|
|
|
|
|
Silvercrest Asset Management Group Llc
|
|
|
|
|
|
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - LargeCap S&P 500 Managed Volatility Index Account Class 1
|
|
|
|
|
|
Burling Wealth Partners, Llc
|
|
|
|
|
|
AQMIX - AQR Funds - AQR Managed Futures Strategy Fund Class I
|
|
|
|
|
|
Leeward Financial Partners, LLC
|
|
|
|
|
|
GSELX - GOLDMAN SACHS TRUST - Goldman Sachs U.S. Equity Insights Fund Institutional
|
|
|
|
|
|
MAINSTAY VP FUNDS TRUST - MainStay VP MacKay S&P 500 Index Portfolio Initial Class
|
|
|
|
|
|
Unique Wealth, Llc
|
|
|
|
|
|
Exchange Bank
|
|
|
|
|
|
Schechter Investment Advisors, LLC
|
|
|
|
|
|
FSUVX - FIDELITY SALEM STREET TRUST - Fidelity SAI U.S. Low Volatility Index Fund
|
|
|
|
|
|
IRGJX - Voya VARIABLE PORTFOLIOS INC - Voya RussellTM Mid Cap Growth Index Portfolio Class I
|
|
|
|
|
|
Swedbank AB
|
|
|
|
|
|
Guggenheim Capital Llc
|
|
|
|
|
|
Wsfs Capital Management, Llc
|
|
|
|
|
|
Truist Financial Corp
|
|
|
|
|
|
FIOOX - FIDELITY SALEM STREET TRUST - Fidelity Series Large Cap Value Index Fund
|
|
|
|
|
|
PACIFIC SELECT FUND - PD Large-Cap Value Index Portfolio Class P
|
|
|
|
|
|
Enterprise Bank & Trust Co
|
|
|
|
|
|
CBIZ Investment Advisory Services, LLC
|
|
|
|
|
|
STMSX - Sei Institutional Managed Trust - Simt Tax-managed Small/mid Cap Fund Class F
|
|
|
|
|
|
East Coast Asset Management, LLC.
|
|
|
|
|
|
CDEI - Morgan Stanley ETF Trust - Calvert US Large-Cap Diversity, Equity and Inclusion Index ETF
|
|
|
|
|
|
CATH - Global X Funds - Global X S&P 500 Catholic Values ETF
|
|
|
|
|
|
Jfs Wealth Advisors, Llc
|
|
|
|
|
|
True Wealth Design, LLC
|
|
|
|
|
|
Sentry LLC
|
|
|
|
|
|
TOK - iSHARES TRUST - iShares MSCI Kokusai ETF
|
|
|
|
|
|
Profunds - Profund Vp Bull
|
|
|
|
|
|
PrairieView Partners, LLC
|
|
|
|
|
|
IUS - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco RAFI(TM) Strategic US ETF
|
|
|
|
|
|
MASTER INVESTMENT PORTFOLIO - Large Cap Index Master Portfolio
|
|
|
|
|
|
SRFMX - ADVISORS' INNER CIRCLE FUND - Sarofim Equity Fund
|
|
|
|
|
|
Park Avenue Securities Llc
|
|
|
|
|
|
Park Place Capital Corp
|
|
|
|
|
|
Penobscot Investment Management Company, Inc.
|
|
|
|
|
|
MSFAX - Morgan Stanley Institutional Fund Inc - Global Franchise Portfolio Class I
|
|
|
|
|
|
Tredje AP-fonden
|
|
|
|
|
|
NZAC - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR MSCI ACWI Low Carbon Target ETF
|
|
|
|
|
|
Tidal Trust II - Defiance Large Cap ex-Mag 7 ETF
|
|
|
|
|
|
TOPC - iSHARES TRUST - iShares S&P 500 3% Capped ETF
|
|
|
|
|
|
GAMMA Investing LLC
|
|
|
|
|
|
Intact Investment Management Inc.
|
|
|
|
|
|
Flagship Wealth Advisors, Llc
|
|
|
|
|
|
HighPoint Advisor Group LLC
|
|
|
|
|
|
First Heartland Consultants, Inc.
|
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Greenleaf Trust
|
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Mattern Capital Management, Llc
|
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Calvert Variable Products, Inc. - Calvert VP S&P 500 Index Portfolio
|
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|
Kensington Investment Counsel, LLC
|
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|
RUNN - Strategic Trust - RUNNING OAK EFFICIENT GROWTH ETF
|
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|
Crossmark Global Holdings, Inc.
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|
OHIO NATIONAL FUND INC - ON S&P 500® Index Portfolio
|
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|
Dynasty Wealth Management, Llc
|
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Pinnacle Bancorp, Inc.
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Johnson Investment Counsel Inc
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NSRKX - NORTHERN FUNDS - NORTHERN GLOBAL SUSTAINABILITY INDEX FUND Class K
|
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Whipplewood Advisors, LLC
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Schroder Investment Management Group
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Wedmont Private Capital
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TNBIX - 1290 Funds - 1290 SmartBeta Equity Fund Class I
|
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|
Arlington Trust Co LLC
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|
Walleye Capital LLC
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Tributary Capital Management, LLC
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Covestor Ltd
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Bruce G. Allen Investments, LLC
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Regions Financial Corp
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ALTL - Pacer Funds Trust - Pacer Lunt Large Cap Alternator ETF
|
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|
JNL SERIES TRUST - JNL/RAFI Multi-Factor U.S. Equity Fund (I)
|
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Farther Finance Advisors, LLC
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ABFL - TrimTabs ETF Trust - TrimTabs All Cap U.S. Free-Cash-Flow ETF
|
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|
SWPPX - SCHWAB CAPITAL TRUST - Schwab S&P 500 Index Fund
|
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|
Armstrong Advisory Group, Inc
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Prospera Financial Services Inc
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West Oak Capital, LLC
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Stuart Chaussee & Associates, Inc.
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Private Advisor Group, LLC
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FSKAX - FIDELITY CONCORD STREET TRUST - Fidelity Total Market Index Fund
|
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|
Segment Wealth Management, LLC
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AdvisorNet Financial, Inc
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SOUTH STATE Corp
|
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USRAX - Horizon Funds - Horizon Defensive Multi-Factor Fund Investor Class
|
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|
New Age Alpha Variable Funds Trust - NAA MID GROWTH SERIES
|
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Raymond James Financial Inc
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SWTSX - SCHWAB CAPITAL TRUST - Schwab Total Stock Market Index Fund
|
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YANKCOM Partnership
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TOWER TRUST & INVESTMENT Co
|
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Accredited Investors Inc.
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Jensen Investment Management Inc
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JAAGX - JANUS ASPEN SERIES - Janus Henderson Enterprise Portfolio Service Shares
|
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Roundview Capital LLC
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Prime Capital Investment Advisors, LLC
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Gotham Asset Management, LLC
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Up Strategic Wealth Investment Advisors Llc
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HLEIX - JPMORGAN TRUST II - JPMorgan Equity Index Fund Class I
|
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VMSGX - VALIC Co I - Mid Cap Strategic Growth Fund
|
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Healthcare Of Ontario Pension Plan Trust Fund
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PDT Partners, LLC
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Avestar Capital, LLC
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PRDGX - T. Rowe Price Dividend Growth Fund, Inc. - T. Rowe Price Dividend Growth Fund, Inc.
|
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Appleton Partners Inc/ma
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|
Seaside Wealth Management, Inc.
|
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QLEIX - AQR Funds - AQR Long-Short Equity Fund Class I
|
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|
|
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|
Mn Services Vermogensbeheer B.V.
|
|
|
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|
Brighthouse Funds Trust II - T.Rowe Price Small Cap Growth Portfolio Class A
|
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Rakuten Investment Management, Inc.
|
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DFAC - Dimensional ETF Trust - Dimensional U.S. Core Equity 2 ETF
|
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Koshinski Asset Management, Inc.
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Trust Co Of Toledo Na /oh/
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DFVX - Dimensional ETF Trust - Dimensional US Large Cap Vector ETF
|
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GSUS - Goldman Sachs ETF Trust - Goldman Sachs MarketBeta U.S. Equity ETF
|
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|
Great Lakes Advisors, Llc
|
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|
MONECO Advisors, LLC
|
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NORTHERN FUNDS - U.S. Quality ESG Fund Class I
|
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|
Fragasso Group Inc.
|
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|
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|
DEUTSCHE DWS VARIABLE SERIES II - DWS Small Mid Cap Growth VIP Class A
|
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|
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|
Ritholtz Wealth Management
|
|
|
|
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|
AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Oppenheimer Fundamental Alternatives Fund Class R6
|
|
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|
Empirical Finance, LLC
|
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|
Korea Investment CORP
|
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Trust Co Of Vermont
|
|
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|
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Social Core Equity 2 Portfolio Shares
|
|
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|
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|
Ninety One North America, Inc.
|
|
|
|
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|
BBGSX - Bridge Builder Trust - Bridge Builder Small/Mid Cap Growth Fund
|
|
|
|
|
|
Sequoia Financial Advisors, LLC
|
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|
CHICAGO TRUST Co NA
|
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|
Canada Post Corp Registered Pension Plan
|
|
|
|
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|
Cigna Investments Inc /new
|
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|
HCSRX - HC CAPITAL TRUST - The Catholic SRI Growth Portfolio HC Strategic Shares
|
|
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|
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|
Axa S.a.
|
|
|
|
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|
FNDB - SCHWAB STRATEGIC TRUST - Schwab Fundamental U.S. Broad Market Index ETF
|
|
|
|
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|
DHJJ Financial Advisors, Ltd.
|
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|
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|
Mitsubishi UFJ Trust & Banking Corp
|
|
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|
Benjamin Edwards Inc
|
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|
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|
CMNWX - PRINCIPAL FUNDS INC - Principal Capital Appreciation Fund (fka West Coast Equity Fund) Class A
|
|
|
|
|
|
APUE - TRUST FOR PROFESSIONAL MANAGERS - ActivePassive U.S. Equity ETF
|
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|
Plato Investment Management Ltd
|
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|
Atria Investments Llc
|
|
|
|
|
|
FSPGX - FIDELITY SALEM STREET TRUST - Fidelity Large Cap Growth Index Fund
|
|
|
|
|
|
Public Sector Pension Investment Board
|
|
|
|
|
|
MASTER INVESTMENT PORTFOLIO - S&P 500 Index Master Portfolio
|
|
|
|
|
|
FEQHX - Fidelity Greenwood Street Trust - Fidelity Hedged Equity Fund
|
|
|
|
|
|
Qrg Capital Management, Inc.
|
|
|
|
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|
SRS Capital Advisors, Inc.
|
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|
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|
Bell Asset Management Ltd
|
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|
|
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|
Northwestern Mutual Wealth Management Co
|
|
|
|
|
|
SCHX - SCHWAB STRATEGIC TRUST - Schwab U.S. Large-Cap ETF
|
|
|
|
|
|
ESGU - iSHARES TRUST - iShares ESG MSCI USA ETF
|
|
|
|
|
|
VRVIX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 1000 Value Index Fund Institutional Shares
|
|
|
|
|
|
WASHINGTON TRUST Co
|
|
|
|
|
|
SPHQ - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Quality ETF
|
|
|
|
|
|
Jacobi Capital Management LLC
|
|
|
|
|
|
GCVIX - GOLDMAN SACHS TRUST - Goldman Sachs Large Cap Value Insights Fund Institutional
|
|
|
|
|
|
QDF - FlexShares Trust - FlexShares Quality Dividend Index Fund
|
|
|
|
|
|
SSEYX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Equity 500 Index II Portfolio
|
|
|
|
|
|
Baker Avenue Asset Management, LP
|
|
|
|
|
|
MXCCX - FEDERATED INDEX TRUST - Federated Max-Cap Index Fund Class C Shares
|
|
|
|
|
|
FAMEX - FENIMORE ASSET MANAGEMENT TRUST - FAM Dividend Focus Fund Investor Class
|
|
|
|
|
|
AMRMX - AMERICAN MUTUAL FUND - AMERICAN MUTUAL FUND Class A
|
|
|
|
|
|
Retirement Wealth Solutions LLC
|
|
|
|
|
|
Anchor Capital Advisors Llc
|
|
|
|
|
|
Howard Hughes Medical Institute
|
|
|
|
|
|
Dorsey & Whitney Trust CO LLC
|
|
|
|
|
|
DFEOX - Dfa Investment Dimensions Group Inc - U.s. Core Equity 1 Portfolio - Institutional Class
|
|
|
|
|
|
Clarity Wealth Advisors, LLC
|
|
|
|
|
|
SLLAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Small Cap Fund Class F
|
|
|
|
|
|
Guardian Variable Products Trust - Guardian Mid Cap Traditional Growth VIP Fund
|
|
|
|
|
|
SGIDX - STEWARD FUNDS, INC. - Steward Global Equity Income Fund Class A
|
|
|
|
|
|
DSPIX - BNY Mellon Investment Funds IV, Inc. - BNY Mellon Institutional S&P 500 Stock Index Fund Class I
|
|
|
|
|
|
PACIFIC SELECT FUND - Dividend Growth Portfolio Class I
|
|
|
|
|
|
Warren Averett Asset Management, LLC
|
|
|
|
|
|
Financial Network Wealth Management LLC
|
|
|
|
|
|
IWV - iSHARES TRUST - iShares Russell 3000 ETF
|
|
|
|
|
|
OWLSX - OLD WESTBURY FUNDS INC - Old Westbury Large Cap Strategies Fund
|
|
|
|
|
|
United Community Bank
|
|
|
|
|
|
Diversified Enterprises, LLC
|
|
|
|
|
|
Empire Financial Management Company, LLC
|
|
|
|
|
|
Manning & Napier Advisors Llc
|
|
|
|
|
|
Second Line Capital, LLC
|
|
|
|
|
|
Alley Investment Management Company, LLC
|
|
|
|
|
|
MEFAX - MASSMUTUAL SELECT FUNDS - MassMutual Select Mid Cap Growth Fund Class A
|
|
|
|
|
|
Leavell Investment Management, Inc.
|
|
|
|
|
|
Norinchukin Bank, The
|
|
|
|
|
|
VOOG - VANGUARD ADMIRAL FUNDS - Vanguard S&P 500 Growth Index Fund ETF Shares
|
|
|
|
|
|
DGRO - iSHARES TRUST - iShares Core Dividend Growth ETF
|
|
|
|
|
|
Investors Research Corp
|
|
|
|
|
|
Algert Global Llc
|
|
|
|
|
|
QMNIX - AQR Funds - AQR Equity Market Neutral Fund Class I
|
|
|
|
|
|
Nicholson Wealth Management Group, LLC
|
|
|
|
|
|
VIRTUS VARIABLE INSURANCE TRUST - Virtus Rampart Enhanced Core Equity Series Class A
|
|
|
|
|
|
Woodward Diversified Capital, Llc
|
|
|
|
|
|
Bellwether Advisors, LLC
|
|
|
|
|
|
PREFX - T. Rowe Price Tax-Efficient Funds, Inc. - T. Rowe Price Tax-Efficient Equity Fund
|
|
|
|
|
|
Cornercap Investment Counsel Inc
|
|
|
|
|
|
JustInvest LLC
|
|
|
|
|
|
Brighthouse Funds Trust I - AQR Global Risk Balanced Portfolio Class B
|
|
|
|
|
|
Rhumbline Advisers
|
|
|
|
|
|
West Branch Capital LLC
|
|
|
|
|
|
Evexia Wealth Llc
|
|
|
|
|
|
OHIO NATIONAL FUND INC - ON Janus Henderson Enterprise Portfolio
|
|
|
|
|
|
SCHB - SCHWAB STRATEGIC TRUST - Schwab U.S. Broad Market ETF
|
|
|
|
|
|
TrimTabs Asset Management, LLC
|
|
|
|
|
|
PRF - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco FTSE RAFI US 1000 ETF
|
|
|
|
|
|
First United Bank Trust/
|
|
|
|
|
|
State Board Of Administration Of Florida Retirement System
|
|
|
|
|
|
Mizuho Securities Usa Llc
|
|
|
|
|
|
Fayez Sarofim & Co
|
|
|
|
|
|
CFA - Victory Portfolios II - VictoryShares US 500 Volatility Wtd ETF
|
|
|
|
|
|
TRANSAMERICA SERIES TRUST - Transamerica BlackRock Global Allocation VP Initial
|
|
|
|
|
|
D.a. Davidson & Co.
|
|
|
|
|
|
Czech National Bank
|
|
|
|
|
|
Bank Of Nova Scotia
|
|
|
|
|
|
VIGRX - VANGUARD INDEX FUNDS - Vanguard Growth Index Fund Investor Shares
|
|
|
|
|
|
Sound Income Strategies, LLC
|
|
|
|
|
|
Crestwood Advisors Group LLC
|
|
|
|
|
|
SIZE - iSHARES TRUST - iShares Edge MSCI USA Size Factor ETF
|
|
|
|
|
|
Natixis Advisors, L.p.
|
|
|
|
|
|
SPYV - SPDR SERIES TRUST - SPDR(R) Portfolio S&P 500 Value ETF
|
|
|
|
|
|
Middleton & Co Inc/ma
|
|
|
|
|
|
ADVANCED SERIES TRUST - AST Quantitative Modeling Portfolio
|
|
|
|
|
|
Tokio Marine Asset Management Co Ltd
|
|
|
|
|
|
HMCNX - HARBOR FUNDS - Harbor Mid Cap Fund Investor Class
|
|
|
|
|
|
Innovator ETFs Trust - Innovator Gradient Tactical Rotation Strategy ETF
|
|
|
|
|
|
Chicago Partners Investment Group LLC
|
|
|
|
|
|
FNILX - FIDELITY CONCORD STREET TRUST - Fidelity ZERO Large Cap Index Fund
|
|
|
|
|
|
FDFIX - FIDELITY CONCORD STREET TRUST - Fidelity Flex 500 Index Fund
|
|
|
|
|
|
JNL SERIES TRUST - JNL/Mellon Information Technology Sector Fund (A)
|
|
|
|
|
|
CAPROCK Group, Inc.
|
|
|
|
|
|
New Age Alpha Funds Trust - NAA SMid Cap Value Fund Institutional Class
|
|
|
|
|
|
CI Private Wealth, LLC
|
|
|
|
|
|
CWA Asset Management Group, LLC
|
|
|
|
|
|
MMLRX - MASSMUTUAL SELECT FUNDS - MassMutual Select T. Rowe Price Large Cap Blend Fund Class I
|
|
|
|
|
|
SUSL - iSHARES TRUST - iShares ESG MSCI USA Leaders ETF
|
|
|
|
|
|
IYF - iSHARES TRUST - iShares U.S. Financials ETF
|
|
|
|
|
|
TIAA SEPARATE ACCOUNT VA 1 - Stock Index Account Teachers Personal Annuity Individual Deferred Variable Annuity
|
|
|
|
|
|
VANGUARD VARIABLE INSURANCE FUNDS - Mid-Cap Index Portfolio
|
|
|
|
|
|
RYNVX - RYDEX SERIES FUNDS - Nova Fund Investor Class
|
|
|
|
|
|
Wealthfront Advisers Llc
|
|
|
|
|
|
KFA Private Wealth Group, LLC
|
|
|
|
|
|
Bdf-gestion
|
|
|
|
|
|
Us Bancorp \de\
|
|
|
|
|
|
Arizona State Retirement System
|
|
|
|
|
|
Waratah Capital Advisors Ltd.
|
|
|
|
|
|
Harvey Investment Co Llc
|
|
|
|
|
|
EBI - RBB Fund Trust - Longview Advantage ETF
|
|
|
|
|
|
S&t Bank/pa
|
|
|
|
|
|
State of Tennessee, Treasury Department
|
|
|
|
|
|
Strs Ohio
|
|
|
|
|
|
SCHK - SCHWAB STRATEGIC TRUST - Schwab 1000 Index ETF
|
|
|
|
|
|
GPS Wealth Strategies Group, LLC
|
|
|
|
|
|
Candriam Luxembourg S.C.A.
|
|
|
|
|
|
USS Investment Management Ltd
|
|
|
|
|
|
Sherbrooke Park Advisers Llc
|
|
|
|
|
|
BNP Paribas Asset Management Holding S.A.
|
|
|
|
|
|
BlackRock ETF Trust - BlackRock U.S. Industry Rotation ETF
|
|
|
|
|
|
Miracle Mile Advisors, LLC
|
|
|
|
|
|
Ing Groep Nv
|
|
|
|
|
|
PRUDENTIAL SERIES FUND - CONSERVATIVE BALANCED PORTFOLIO Class I
|
|
|
|
|
|
Credit Agricole S A
|
|
|
|
|
|
Metis Global Partners, LLC
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/ClearBridge Select Equity Managed Volatility Portfolio Class IB
|
|
|
|
|
|
GeoWealth Management, LLC
|
|
|
|
|
|
GRMAX - NATIONWIDE MUTUAL FUNDS - Nationwide S&P 500 Index Fund Class A
|
|
|
|
|
|
FTCE - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust New Constructs Core Earnings Leaders ETF
|
|
|
|
|
|
Ethic Inc.
|
|
|
|
|
|
Ashton Thomas Private Wealth, LLC
|
|
|
|
|
|
United Advisor Group, LLC
|
|
|
|
|
|
Motley Fool Asset Management LLC
|
|
|
|
|
|
BBVLX - Bridge Builder Trust - Bridge Builder Large Cap Value Fund
|
|
|
|
|
|
FARYX - Northern Lights Fund Trust IV - Fulcrum Diversified Absolute Return Fund Super Institutional Class
|
|
|
|
|
|
NMIAX - COLUMBIA FUNDS SERIES TRUST - Columbia Large Cap Enhanced Core Fund Class A
|
|
|
|
|
|
AQLT - iSHARES TRUST - iShares MSCI Global Quality Factor ETF
|
|
|
|
|
|
Activest Wealth Management
|
|
|
|
|
|
O'Brien Greene & Co. Inc
|
|
|
|
|
|
UBS Group AG
|
|
|
|
|
|
QDPL - Pacer Funds Trust - Pacer Metaurus US Large Cap Dividend Multiplier 400 ETF
|
|
|
|
|
|
Price T Rowe Associates Inc /md/
|
|
|
|
|
|
Great Valley Advisor Group, Inc.
|
|
|
|
|
|
Wiley Bros.-aintree Capital, Llc
|
|
|
|
|
|
LGH - NORTHERN LIGHTS FUND TRUST III - HCM Defender 500 Index ETF
|
|
|
|
|
|
Longboard Asset Management, LP
|
|
|
|
|
|
MGB Wealth Management, LLC
|
|
|
|
|
|
Baron Wealth Management LLC
|
|
|
|
|
|
Cornerstone Planning Group LLC
|
|
|
|
|
|
ASR Vermogensbeheer N.V.
|
|
|
|
|
|
TILT - FlexShares Trust - FlexShares Morningstar US Market Factor Tilt Index Fund
|
|
|
|
|
|
Xponance, Inc.
|
|
|
|
|
|
FEX - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Large Cap Core AlphaDEX Fund
|
|
|
|
|
|
Copeland Capital Management, LLC
|
|
|
|
|
|
USMV - iSHARES TRUST - iShares Edge MSCI Min Vol USA ETF
|
|
|
|
|
|
Horizon Investments, LLC
|
|
|
|
|
|
Bath Savings Trust Co
|
|
|
|
|
|
FSCS - FIRST TRUST EXCHANGE-TRADED FUND VI - Mid Cap US Equity Select ETF
|
|
|
|
|
|
Adviser Investments LLC
|
|
|
|
|
|
Atlantic Trust, LLC
|
|
|
|
|
|
EQ ADVISORS TRUST - ATM Large Cap Managed Volatility Portfolio Class K
|
|
|
|
|
|
Cushing Capital Partners, LLC
|
|
|
|
|
|
Optas, LLC
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Robeco Institutional Asset Management B.V.
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Avantax Advisory Services, Inc.
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MIEAX - MASSMUTUAL SELECT FUNDS - MM S&P 500 Index Fund Class R4
|
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UMA Financial Services, Inc.
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Abound Wealth Management
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QSV Equity Investors LLC
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Bank Of America Corp /de/
|
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VANGUARD VARIABLE INSURANCE FUNDS - Equity Index Portfolio
|
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|
First National Trust Co
|
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Horizon Financial Services, Llc
|
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Blume Capital Management, Inc.
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IWF - iSHARES TRUST - iShares Russell 1000 Growth ETF
|
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SPFIX - SHELTON FUNDS - S&P 500 Index Fund Direct Shares
|
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|
Fifth Third Wealth Advisors LLC
|
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TISPX - TIAA-CREF FUNDS - TIAA-CREF S&P 500 Index Fund Institutional Class
|
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|
Integrated Quantitative Investments LLC
|
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Rosenberg Matthew Hamilton
|
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DFUSX - Dimensional Investment Group Inc - U.s. Large Company Portfolio
|
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Arkadios Wealth Advisors
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Jones Financial Companies Lllp
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BBGLX - Bridge Builder Trust - Bridge Builder Large Cap Growth Fund
|
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Cresset Asset Management, LLC
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Transcend Wealth Collective, Llc
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Geneva Capital Management Llc
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BCDF - Listed Funds Trust - Horizon Kinetics Blockchain Development ETF
|
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Abn Amro Investment Solutions
|
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KBC Group NV
|
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Janney Montgomery Scott LLC
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Cross Staff Investments Inc
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IVW - iSHARES TRUST - iShares S&P 500 Growth ETF
|
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SPTM - SPDR SERIES TRUST - SPDR(R) Portfolio Total Stock Market ETF
|
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IFM Investors Pty Ltd
|
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Fifth Third Bancorp
|
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OmniStar Financial Group, Inc.
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Wealthspire Advisors, LLC
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NULV - Nushares ETF Trust - Nuveen ESG Large-Cap Value ETF
|
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Bay Harbor Wealth Management, LLC
|
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DSEFX - DOMINI INVESTMENT TRUST - Domini Impact Equity Fund Investor Shares
|
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Utah Retirement Systems
|
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VIG - VANGUARD SPECIALIZED FUNDS - Vanguard Dividend Appreciation Index Fund ETF Shares
|
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Ninety One UK Ltd
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Kentucky Trust Co
|
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Captrust Financial Advisors
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Capital Advisors, Ltd. LLC
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Gts Securities Llc
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Ogorek Anthony Joseph /ny/ /adv
|
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Eukles Asset Management
|
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Whittier Trust Co
|
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ACWI - iSHARES TRUST - iShares MSCI ACWI ETF
|
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|
XYLG - Global X Funds - Global X S&P 500 Covered Call & Growth ETF
|
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RTDAX - RUSSELL INVESTMENT CO - Multifactor U.S. Equity Fund Class A
|
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Axxcess Wealth Management, Llc
|
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PACIFIC SELECT FUND - Mid-Cap Growth Portfolio Class I
|
|
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|
Stonehearth Capital Management, LLC
|
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American National Bank
|
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STFBX - Advisers Investment Trust - State Farm Balanced Fund
|
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VTMFX - VANGUARD TAX-MANAGED FUNDS - Vanguard Tax-Managed Balanced Fund Admiral Shares
|
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Evergreen Capital Management Llc
|
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Mizuho Securities Usa Llc
|
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RYDEX VARIABLE TRUST - Nova Fund Variable Annuity
|
|
|
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|
Laurel Wealth Advisors LLC
|
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QSPIX - AQR Funds - AQR Style Premia Alternative Fund Class I
|
|
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|
SRN Advisors, LLC
|
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|
FEDERATED INSURANCE SERIES - Federated Managed Volatility Fund II Primary Shares
|
|
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|
Schwartz Investment Counsel Inc
|
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|
TRULX - T. Rowe Price U.S. Large-Cap Core Fund, Inc. - T. Rowe Price U.S. Large-Cap Core Fund, Inc.
|
|
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|
Pinnacle Wealth Management Advisory Group, LLC
|
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|
Coldstream Capital Management Inc
|
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|
IVE - iSHARES TRUST - iShares S&P 500 Value ETF
|
|
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|
PAX Financial Group, LLC
|
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|
Crawford Investment Counsel Inc
|
|
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|
XRMI - Global X Funds - Global X S&P 500 Risk Managed Income ETF
|
|
|
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|
CWS Financial Advisors, LLC
|
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|
Stifel Financial Corp
|
|
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|
Scott Marsh Financial, LLC
|
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|
AVLC - AMERICAN CENTURY ETF TRUST - Avantis U.S. Large Cap Equity ETF
|
|
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|
Foundations Investment Advisors, LLC
|
|
|
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|
|
Qube Research & Technologies Ltd
|
|
|
|
|
|
TDVG - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Dividend Growth ETF
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Large Cap Growth Index Portfolio Class IB
|
|
|
|
|
|
PCSVX - PACE SELECT ADVISORS TRUST - PACE Small/Medium Co Value Equity Investments Class P
|
|
|
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|
|
Safe Harbor Fiduciary, LLC
|
|
|
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|
|
Everpar Advisors Llc
|
|
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|
|
Retirement Planning Co of New England, Inc.
|
|
|
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|
|
Brasada Capital Management, Lp
|
|
|
|
|
|
Change Path, LLC
|
|
|
|
|
|
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Russell 1000 Growth Index Fund Class 2
|
|
|
|
|
|
IETC - iShares U.S. ETF Trust - iShares Evolved U.S. Technology ETF
|
|
|
|
|
|
WAMFX - BOSTON TRUST WALDEN FUNDS - Walden Midcap Fund
|
|
|
|
|
|
Lombard Odier Asset Management (Europe) Ltd
|
|
|
|
|
|
Plante Moran Financial Advisors, LLC
|
|
|
|
|
|
VT - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard Total World Stock Index Fund ETF Shares
|
|
|
|
|
|
Ivy Variable Insurance Portfolios - Ivy VIP Growth Class II
|
|
|
|
|
|
Harbour Investments, Inc.
|
|
|
|
|
|
Buckingham Strategic Partners
|
|
|
|
|
|
EQ ADVISORS TRUST - Multimanager Aggressive Equity Portfolio Class IB
|
|
|
|
|
|
Ransom Advisory, Ltd
|
|
|
|
|
|
BSW Wealth Partners
|
|
|
|
|
|
CLTAX - MUTUAL FUND SERIES TRUST - Catalyst/Lyons Tactical Allocation Fund Class A
|
|
|
|
|
|
Voleon Capital Management Lp
|
|
|
|
|
|
Equitable Holdings, Inc.
|
|
|
|
|
|
Versant Capital Management, Inc
|
|
|
|
|
|
VICTORY VARIABLE INSURANCE FUNDS - Victory S&P 500 Index VIP Series Class I
|
|
|
|
|
|
Twin Peaks Wealth Advisors, LLC
|
|
|
|
|
|
SILVER OAK SECURITIES, Inc
|
|
|
|
|
|
USNZ - DBX ETF TRUST - Xtrackers Net Zero Pathway Paris Aligned US Equity ETF
|
|
|
|
|
|
TD Waterhouse Canada Inc.
|
|
|
|
|
|
GSPY - Tidal ETF Trust - Gotham Enhanced 500 ETF
|
|
|
|
|
|
McCollum Christoferson Group LLC
|
|
|
|
|
|
Wolverine Trading, Llc
|
|
|
|
|
|
VIMSX - VANGUARD INDEX FUNDS - Vanguard Mid-Cap Index Fund Investor Shares
|
|
|
|
|
|
New York State Common Retirement Fund
|
|
|
|
|
|
CIBC Asset Management Inc
|
|
|
|
|
|
MCF Advisors LLC
|
|
|
|
|
|
ESCQX - Harbor Funds II - Embark Small Cap Equity Fund Retirement Class
|
|
|
|
|
|
Atlantic Union Bankshares Corp
|
|
|
|
|
|
Great West Life Assurance Co /can/
|
|
|
|
|
|
SSO - PROSHARES TRUST - ProShares Ultra S&P500
|
|
|
|
|
|
MXMGX - GREAT-WEST FUNDS INC - Great-West T. Rowe Price Mid Cap Growth Fund Investor Class
|
|
|
|
|
|
Assetmark, Inc
|
|
|
|
|
|
TMFX - RBB FUND, INC. - Motley Fool Next Index ETF
|
|
|
|
|
|
SUSA - iSHARES TRUST - iShares MSCI USA ESG Select ETF
|
|
|
|
|
|
XYLD - Global X Funds - Global X S&P 500 Covered Call ETF
|
|
|
|
|
|
Kayne Anderson Rudnick Investment Management Llc
|
|
|
|
|
|
FTC - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Large Cap Growth AlphaDEX Fund
|
|
|
|
|
|
Comerica Bank
|
|
|
|
|
|
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.
|
|
|
|
|
|
Allen Capital Group, LLC
|
|
|
|
|
|
CSXAX - Calvert Responsible Index Series, Inc. - Calvert US Large-Cap Core Responsible Index Fund Class A
|
|
|
|
|
|
Hazlett, Burt & Watson, Inc.
|
|
|
|
|
|
Jane Street Group, Llc
|
|
|
|
|
|
Equitable Trust Co
|
|
|
|
|
|
AXMNX - NORTHERN LIGHTS FUND TRUST II - Acclivity Mid Cap Multi-Style Fund Acclivity Mid Cap Multi-Style N Shares
|
|
|
|
|
|
MML SERIES INVESTMENT FUND - MML Mid Cap Growth Fund Initial Class
|
|
|
|
|
|
SMIG - ETF Series Solutions - AAM Bahl & Gaynor Small/Mid Cap Income Growth ETF
|
|
|
|
|
|
Bogart Wealth, LLC
|
|
|
|
|
|
Meeder Asset Management Inc
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Large Cap Value Managed Volatility Portfolio Class IB
|
|
|
|
|
|
IIFAX - Voya INVESTORS TRUST - Voya Balanced Income Portfolio Class ADV
|
|
|
|
|
|
Brown Miller Wealth Management, LLC
|
|
|
|
|
|
LGDX - Tidal Trust III - Intech S&P Large Cap Diversified Alpha ETF
|
|
|
|
|
|
Mariner, LLC
|
|
|
|
|
|
JNVIX - TRUST FOR PROFESSIONAL MANAGERS - Jensen Quality Value Fund - I Shares
|
|
|
|
|
|
SEEKX - STEWARD FUNDS, INC. - Steward Large Cap Enhanced Index Fund Class A
|
|
|
|
|
|
MXVIX - GREAT-WEST FUNDS INC - Great-West S&P 500 Index Fund Investor Class
|
|
|
|
|
|
Alps Advisors Inc
|
|
|
|
|
|
EPS - WisdomTree Trust - WisdomTree U.S. LargeCap Fund N/A
|
|
|
|
|
|
Stephens Inc /ar/
|
|
|
|
|
|
Veritas Investment Partners (UK) Ltd.
|
|
|
|
|
|
Ronald Blue Trust, Inc.
|
|
|
|
|
|
Moody Lynn & Lieberson, Llc
|
|
|
|
|
|
Commonwealth Of Pennsylvania Public School Empls Retrmt Sys
|
|
|
|
|
|
MIMPX - MORGAN STANLEY VARIABLE INSURANCE FUND INC. - Global Strategist Portfolio Class I
|
|
|
|
|
|
Aberdeen Wealth Management LLC
|
|
|
|
|
|
Principia Wealth Advisory, LLC
|
|
|
|
|
|
SPXUX - WisdomTree Digital Trust - WisdomTree 500 Digital Fund N/A
|
|
|
|
|
|
Opal Wealth Advisors, LLC
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/AB Dynamic Aggressive Growth Portfolio Class IB
|
|
|
|
|
|
National Pension Service
|
|
|
|
|
|
Goldman Sachs Group Inc
|
|
|
|
|
|
PDIAX - VIRTUS EQUITY TRUST - Virtus Rampart Enhanced Core Equity Fund Class A
|
|
|
|
|
|
PABAX - PUTNAM ASSET ALLOCATION FUNDS - Putnam Dynamic Asset Allocation Balanced Fund Class A shares
|
|
|
|
|
|
Los Angeles Capital Management Llc
|
|
|
|
|
|
PDAVX - Advisors' Inner Circle Fund III - PineBridge Dynamic Asset Allocation Fund Investor Servicing Shares
|
|
|
|
|
|
Nisa Investment Advisors, Llc
|
|
|
|
|
|
IWS - iSHARES TRUST - iShares Russell Mid-Cap Value ETF
|
|
|
|
|
|
Everence Capital Management Inc
|
|
|
|
|
|
Brighton Jones Llc
|
|
|
|
|
|
IRMAX - Voya VARIABLE PORTFOLIOS INC - Voya RussellTM Mid Cap Index Portfolio Class ADV
|
|
|
|
|
|
EGLE - Global X Funds - Global X S&P 500 U.S. Revenue Leaders ETF
|
|
|
|
|
|
Level Four Advisory Services, Llc
|
|
|
|
|
|
HB Wealth Management, LLC
|
|
|
|
|
|
St Germain D J Co Inc
|
|
|
|
|
|
Dynamic Advisor Solutions LLC
|
|
|
|
|
|
Parnassus Investments /ca
|
|
|
|
|
|
Lansforsakringar Fondforvaltning AB (publ)
|
|
|
|
|
|
Union Bancaire Privee, UBP SA
|
|
|
|
|
|
Aqr Capital Management Llc
|
|
|
|
|
|
Capital Analysts, Inc.
|
|
|
|
|
|
Pacifica Partners Inc.
|
|
|
|
|
|
Tilia Fiduciary Partners, Inc.
|
|
|
|
|
|
Graypoint LLC
|
|
|
|
|
|
EP Wealth Advisors, Inc.
|
|
|
|
|
|
Meeder Advisory Services, Inc.
|
|
|
|
|
|
LKSMX - LKCM Funds - LKCM Small-Mid Cap Equity Fund
|
|
|
|
|
|
DELAWARE VIP TRUST - Delaware VIP Growth Equity Series Standard
|
|
|
|
|
|
CENTRAL TRUST Co
|
|
|
|
|
|
Atria Wealth Solutions, Inc.
|
|
|
|
|
|
BlackRock Variable Series Funds, Inc. - BlackRock Managed Volatility V.I. Fund Class I
|
|
|
|
|
|
ITOT - iSHARES TRUST - iShares Core S&P Total U.S. Stock Market ETF
|
|
|
|
|
|
Dynamic Technology Lab Private Ltd
|
|
|
|
|
|
IUSV - iSHARES TRUST - iShares Core S&P U.S. Value ETF
|
|
|
|
|
|
FXO - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Financials AlphaDEX Fund
|
|
|
|
|
|
HDUS - Lattice Strategies Trust - Hartford Disciplined US Equity ETF
|
|
|
|
|
|
Quantbot Technologies LP
|
|
|
|
|
|
Sheaff Brock Investment Advisors, LLC
|
|
|
|
|
|
Griffin Asset Management, Inc.
|
|
|
|
|
|
Mount Yale Investment Advisors, LLC
|
|
|
|
|
|
DT Investment Partners, LLC
|
|
|
|
|
|
SHP ETF Trust - NEOS S&P 500(R) High Income ETF
|
|
|
|
|
|
Addison Advisors LLC
|
|
|
|
|
|
FCTR - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Lunt U.S. Factor Rotation ETF
|
|
|
|
|
|
Bnp Paribas Arbitrage, Sa
|
|
|
|
|
|
SPDG - SPDR SERIES TRUST - SPDR Portfolio S&P Sector Neutral Dividend ETF
|
|
|
|
|
|
Capital Investment Counsel, Inc
|
|
|
|
|
|
HCMT - Direxion Shares ETF Trust - Direxion HCM Tactical Enhanced US ETF
|
|
|
|
|
|
Impax Asset Management Group plc
|
|
|
|
|
|
TIFF INVESTMENT PROGRAM - TIFF Multi-Asset Fund
|
|
|
|
|
|
Logan Capital Management Inc
|
|
|
|
|
|
Yousif Capital Management, Llc
|
|
|
|
|
|
Bontempo Ohly Capital Mgmt Llc
|
|
|
|
|
|
JNL SERIES TRUST - JNL/Mellon MSCI World Index Fund (I)
|
|
|
|
|
|
VINIX - VANGUARD INSTITUTIONAL INDEX FUNDS - Vanguard Institutional Index Fund Institutional Shares
|
|
|
|
|
|
WPG Advisers, LLC
|
|
|
|
|
|
Mv Capital Management, Inc.
|
|
|
|
|
|
Vestcor Inc
|
|
|
|
|
|
Smartleaf Asset Management LLC
|
|
|
|
|
|
Zurcher Kantonalbank (Zurich Cantonalbank)
|
|
|
|
|
|
Envestnet Asset Management Inc
|
|
|
|
|
|
VOOV - VANGUARD ADMIRAL FUNDS - Vanguard S&P 500 Value Index Fund ETF Shares
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Legg Mason Moderate Allocation Portfolio Class IB
|
|
|
|
|
|
Stanley-Laman Group, Ltd.
|
|
|
|
|
|
SEASONS SERIES TRUST - SA Putnam Asset Allocation Diversified Growth Portfolio Class 1
|
|
|
|
|
|
Advisors Asset Management, Inc.
|
|
|
|
|
|
AQLGX - Capitol Series Trust - Alta Quality Growth Fund Institutional Shares
|
|
|
|
|
|
USA Financial Portformulas Corp
|
|
|
|
|
|
Swmg, Llc
|
|
|
|
|
|
MBAAX - MORGAN STANLEY INSTITUTIONAL FUND TRUST - Global Strategist Portfolio Class A Shares
|
|
|
|
|
|
Horizon Kinetics Asset Management Llc
|
|
|
|
|
|
FLCPX - FIDELITY SALEM STREET TRUST - Fidelity SAI U.S. Large Cap Index Fund
|
|
|
|
|
|
Knollwood Investment Advisory, LLC
|
|
|
|
|
|
XYLE - Global X Funds - Global X S&P 500 ESG Covered Call ETF
|
|
|
|
|
|
Alliancebernstein L.p.
|
|
|
|
|
|
Nbc Securities, Inc.
|
|
|
|
|
|
MML SERIES INVESTMENT FUND - MML Managed Volatility Fund Initial Class
|
|
|
|
|
|
Wimmer Associates 1, Llc
|
|
|
|
|
|
FMDGX - FIDELITY SALEM STREET TRUST - Fidelity Mid Cap Growth Index Fund
|
|
|
|
|
|
Wealth Alliance
|
|
|
|
|
|
DTLGX - Wilshire Mutual Funds Inc - Large Company Growth Portfolio Investment Class
|
|
|
|
|
|
Tema ETF Trust - Tema S&P 500 Historical Weight ETF Strategy
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Large Cap Core Managed Volatility Portfolio Class IB
|
|
|
|
|
|
VCULX - VALIC Co I - Growth Fund
|
|
|
|
|
|
NEOS ETF Trust - NEOS S&P 500(R) Hedged Equity Income ETF
|
|
|
|
|
|
GCGIX - GOLDMAN SACHS TRUST - Goldman Sachs Large Cap Growth Insights Fund Institutional
|
|
|
|
|
|
Boothbay Fund Management, Llc
|
|
|
|
|
|
Onefund, Llc
|
|
|
|
|
|
ESG - FlexShares Trust - FlexShares STOXX US ESG Impact Index Fund
|
|
|
|
|
|
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL DFA U.S. Core Equity Fund
|
|
|
|
|
|
ADVANCED SERIES TRUST - AST QMA Large-Cap Portfolio
|
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|
NANC - Tidal ETF Trust - Unusual Whales Subversive Democratic Trading ETF
|
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|
Whittier Trust Co Of Nevada Inc
|
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Venturi Wealth Management, LLC
|
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Jnl Series Trust - Jnl/mellon S&p 500 Index Fund (a)
|
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|
Royal Bank Of Canada
|
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|
ORG Partners LLC
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NewEdge Wealth, LLC
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Putnam Fl Investment Management Co
|
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Norges Bank
|
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GARTX - GOLDMAN SACHS TRUST - Goldman Sachs Absolute Return Tracker Fund Class A
|
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Simmons Bank
|
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Alpine Bank Wealth Management
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BBVSX - Bridge Builder Trust - Bridge Builder Small/Mid Cap Value Fund
|
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Nova Wealth Management, Inc.
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TWCIX - American Century Mutual Funds, Inc. - Select Fund Investor Class
|
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American Money Management, LLC
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Lido Advisors, LLC
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Clark Financial Services Group Inc /bd
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ProShare Advisors LLC
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Wetherby Asset Management Inc
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Hantz Financial Services, Inc.
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AVEDX - SCHWARTZ INVESTMENT TRUST - Ave Maria Rising Dividend Fund
|
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|
Anfield Capital Management, LLC
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Advisory Services Network, LLC
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Oregon Public Employees Retirement Fund
|
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Princeton Global Asset Management LLC
|
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EQ ADVISORS TRUST - EQ/Goldman Sachs Moderate Growth Allocation Class IB
|
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|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP T. Rowe Price Structured Mid-Cap Growth Fund Standard Class
|
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|
RTSSX - RUSSELL INVESTMENT CO - Tax-Managed U.S. Mid & Small Cap Fund Class S
|
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|
Global Retirement Partners, LLC
|
|
|
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PFM - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco Dividend Achievers ETF
|
|
|
|
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|
State of Alaska, Department of Revenue
|
|
|
|
|
|
Thurston, Springer, Miller, Herd & Titak, Inc.
|
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Smithfield Trust Co
|
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WMLIX - WILMINGTON FUNDS - Wilmington Large-Cap Strategy Fund Class I Shares
|
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PPUMX - PRINCIPAL FUNDS, INC. - LargeCap Growth Fund I R-3
|
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BOK Financial Private Wealth, Inc.
|
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VMACX - VIRTUS EQUITY TRUST - Virtus KAR Mid-Cap Core Fund Class A
|
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MQS Management LLC
|
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AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Global Risk Allocation-Moderate Portfolio Class B
|
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Cullen/frost Bankers, Inc.
|
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Simplicity Wealth,LLC
|
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McIlrath & Eck, LLC
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ADME - ETF Series Solutions - Aptus Drawdown Managed Equity ETF
|
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Royal London Asset Management Ltd
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AMERICAN FUNDS INSURANCE SERIES - Capital Income Builder Class 1
|
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ABLE Financial Group, LLC
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Mitsubishi UFJ Kokusai Asset Management Co., Ltd.
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TRANSAMERICA SERIES TRUST - Transamerica U.S. Equity Index VP Service
|
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SHUS - Exchange Listed Funds Trust - Stratified LargeCap Hedged ETF
|
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DUBS - ETF Series Solutions - Aptus Large Cap Enhanced Yield ETF
|
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LVOL - AMERICAN CENTURY ETF TRUST - American Century Low Volatility ETF
|
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Tortoise Investment Management, LLC
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Toroso Investments, LLC
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MMTM - SPDR SERIES TRUST - SPDR S&P 1500 Momentum Tilt ETF
|
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Aviva Plc
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EntryPoint Capital, LLC
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PLFMX - PRINCIPAL FUNDS, INC. - LargeCap S&P 500 Index Fund R-3
|
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Wendell David Associates Inc
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BEQGX - American Century Quantitative Equity Funds, Inc. - Equity Growth Fund Investor Class
|
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Dogwood Wealth Management LLC
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AVMC - AMERICAN CENTURY ETF TRUST - Avantis U.S. Mid Cap Equity ETF
|
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QAMWEX - T. Rowe Price Equity Series, Inc. - T. Rowe Price Mid-Cap Growth Portfolio
|
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Smallwood Wealth Investment Management, LLC
|
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Pinnacle Wealth Planning Services, Inc.
|
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VRTTX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 3000 Index Fund Institutional Shares
|
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|
Somerville Kurt F
|
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DTD - WisdomTree Trust - WisdomTree U.S. Total Dividend Fund N/A
|
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PTLC - Pacer Funds Trust - Pacer Trendpilot US Large Cap ETF
|
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SPLG - SPDR SERIES TRUST - SPDR(R) Portfolio Large Cap ETF
|
|
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|
PENN SERIES FUNDS INC - Small Cap Growth Fund
|
|
|
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|
PACIFIC SELECT FUND - PD Mid-Cap Index Portfolio Class P
|
|
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SPINX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT S&P 500 Index Fund - Class A
|
|
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KINETICS PORTFOLIOS TRUST - Kinetics Internet Portfolio
|
|
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|
IDPIX - Profunds - Industrials Ultrasector Profund Investor Class
|
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|
Pathstone Holdings, LLC
|
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|
Nilsine Partners, LLC
|
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|
HFM Investment Advisors, LLC
|
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|
Edmond De Rothschild Holding S.a.
|
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|
Toth Financial Advisory Corp
|
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|
|
VVIMX - Voya VARIABLE PORTFOLIOS INC - Voya VACS Index Series MC Portfolio
|
|
|
|
|
|
Prudential Financial Inc
|
|
|
|
|
|
MFUS - PIMCO Equity Series - PIMCO RAFI Dynamic Multi-Factor U.S. Equity ETF
|
|
|
|
|
|
PRAXIS FUNDS - Praxis Impact Large Cap Growth ETF
|
|
|
|
|
|
Second Half Financial Partners, LLC
|
|
|
|
|
|
J. Safra Sarasin Holding AG
|
|
|
|
|
|
DEUS - DBX ETF TRUST - Xtrackers Russell 1000 Comprehensive Factor ETF
|
|
|
|
|
|
CUHAX - Victory Portfolios II - Victory US 500 Enhanced Volatility Wtd Index Fund Class A
|
|
|
|
|
|
Clear Street Markets Llc
|
|
|
|
|
|
NMANX - NEUBERGER BERMAN EQUITY FUNDS - Neuberger Berman Mid Cap Growth Fund Investor Class
|
|
|
|
|
|
Rise Advisors, LLC
|
|
|
|
|
|
Trust Point Inc.
|
|
|
|
|
|
NAWGX - Voya MUTUAL FUNDS - Voya Global Equity Fund Class A
|
|
|
|
|
|
First Command Advisory Services, Inc.
|
|
|
|
|
|
Cedar Mountain Advisors, LLC
|
|
|
|
|
|
PARMX - PARNASSUS FUNDS - Parnassus Mid Cap Fund Investor Shares
|
|
|
|
|
|
AdvisorShares Investments LLC
|
|
|
|
|
|
FGSAX - FEDERATED EQUITY FUNDS - Federated MDT Mid Cap Growth Fund Class A Shares
|
|
|
|
|
|
Sienna Gestion
|
|
|
|
|
|
GSLC - Goldman Sachs ETF Trust - Goldman Sachs ActiveBeta(R) U.S. Large Cap Equity ETF
|
|
|
|
|
|
SEASONS SERIES TRUST - SA Multi-Managed Large Cap Value Portfolio Class 1
|
|
|
|
|
|
Ancora Advisors, LLC
|
|
|
|
|
|
NOSIX - Northern Funds - Northern Stock Index Fund
|
|
|
|
|
|
Snowden Capital Advisors LLC
|
|
|
|
|
|
Kelly Lawrence W & Associates Inc/ca
|
|
|
|
|
|
Renasant Bank
|
|
|
|
|
|
QRFT - Exchange Listed Funds Trust - QRAFT AI-Enhanced U.S. Large Cap ETF
|
|
|
|
|
|
EQIN - Columbia ETF Trust I - Columbia Sustainable U.S. Equity Income ETF
|
|
|
|
|
|
Portside Wealth Group, LLC
|
|
|
|
|
|
ACVF - ETF Opportunities Trust - American Conservative Values ETF
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Large Cap Value Index Portfolio Class IB
|
|
|
|
|
|
USSPX - USAA MUTUAL FUNDS TRUST - 500 Index Fund -Member Shares
|
|
|
|
|
|
Merit Financial Group, LLC
|
|
|
|
|
|
Transform Wealth, LLC
|
|
|
|
|
|
Jacobsen Capital Management
|
|
|
|
|
|
MUTUAL OF AMERICA INVESTMENT CORP - Equity Index Fund Class
|
|
|
|
|
|
Townsquare Capital Llc
|
|
|
|
|
|
PASIX - PACE SELECT ADVISORS TRUST - PACE Alternative Strategies Investments Class A
|
|
|
|
|
|
ZDIVX - Zacks Trust - Zacks Dividend Fund Investor Class Shares
|
|
|
|
|
|
LCAP - Principal Exchange-Traded Funds - Principal Capital Appreciation Select ETF
|
|
|
|
|
|
Ofi Invest Asset Management
|
|
|
|
|
|
Teachers Retirement System Of The State Of Kentucky
|
|
|
|
|
|
Menard Financial Group LLC
|
|
|
|
|
|
Huntington National Bank
|
|
|
|
|
|
Clal Insurance Enterprises Holdings Ltd
|
|
|
|
|
|
MGQIX - MORGAN STANLEY INSTITUTIONAL FUND INC - Global Sustain Portfolio Class I
|
|
|
|
|
|
Man Group plc
|
|
|
|
|
|
Fulton Bank, N.a.
|
|
|
|
|
|
SVSPX - SSGA FUNDS - State Street S&P 500 Index Fund Class N
|
|
|
|
|
|
BlackRock, Inc.
|
|
|
|
|
|
Voya Global Equity Dividend & Premium Opportunity Fund
|
|
|
|
|
|
MPGAX - MASSMUTUAL PREMIER FUNDS - MassMutual Premier Disciplined Growth Fund Class A
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Dimensional U.S. Core Equity 1 Fund Standard Class
|
|
|
|
|
|
Ameritas Investment Partners, Inc.
|
|
|
|
|
|
SPXT - PROSHARES TRUST - S&P 500 ex-Technology ETF
|
|
|
|
|
|
Optimize Financial Inc
|
|
|
|
|
|
Naples Global Advisors, Llc
|
|
|
|
|
|
DAACX - Adviser Managed Trust - Diversified Equity Fund
|
|
|
|
|
|
MGRO - VanEck ETF Trust - VanEck Morningstar Wide Moat Growth ETF
|
|
|
|
|
|
Bell Investment Advisors, Inc
|
|
|
|
|
|
SNPV - DBX ETF TRUST - Xtrackers S&P 500 Value ESG ETF
|
|
|
|
|
|
KCXIX - Advisors' Inner Circle Fund III - Knights of Columbus U.S. All Cap Index Fund I Shares
|
|
|
|
|
|
Frazier Financial Advisors, LLC
|
|
|
|
|
|
KMID - Virtus ETF Trust II - Virtus KAR Mid-Cap ETF
|
|
|
|
|
|
APG Asset Management N.V.
|
|
|
|
|
|
Transce3nd, LLC
|
|
|
|
|
|
LONAX - NORTHERN LIGHTS FUND TRUST II - Longboard Alternative Growth Fund Class A
|
|
|
|
|
|
Truvestments Capital Llc
|
|
|
|
|
|
Kfg Wealth Management, Llc
|
|
|
|
|
|
Dimensional Fund Advisors Lp
|
|
|
|
|
|
Souders Financial Advisors
|
|
|
|
|
|
USCA - DBX ETF TRUST - Xtrackers MSCI USA Climate Action Equity ETF
|
|
|
|
|
|
VRGWX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 1000 Growth Index Fund Institutional Shares
|
|
|
|
|
|
CIBC World Markets Inc.
|
|
|
|
|
|
Steward Partners Investment Advisory, Llc
|
|
|
|
|
|
Kilter Group LLC
|
|
|
|
|
|
Spears Abacus Advisors LLC
|
|
|
|
|
|
CFGRX - COMMERCE FUNDS - The Growth Fund Shares
|
|
|
|
|
|
Voya Global Advantage & Premium Opportunity Fund
|
|
|
|
|
|
INGIX - Voya INVESTORS TRUST - Voya U.S. Stock Index Portfolio Class I
|
|
|
|
|
|
FLCOX - FIDELITY SALEM STREET TRUST - Fidelity Large Cap Value Index Fund
|
|
|
|
|
|
GMLGX - GPS Funds I - GuideMark(R) Large Cap Core Fund Service Shares
|
|
|
|
|
|
River Wealth Advisors LLC
|
|
|
|
|
|
QWLD - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR MSCI World StrategicFactors ETF
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Invesco Moderate Allocation Portfolio Class IB
|
|
|
|
|
|
Rsm Us Wealth Management Llc
|
|
|
|
|
|
NorthRock Partners, LLC
|
|
|
|
|
|
HAPI - Harbor ETF Trust - Harbor Corporate Culture ETF
|
|
|
|
|
|
Holocene Advisors, LP
|
|
|
|
|
|
Kesler, Norman & Wride, LLC
|
|
|
|
|
|
FSMDX - FIDELITY SALEM STREET TRUST - Fidelity Mid Cap Index Fund
|
|
|
|
|
|
JAVTX - JANUS INVESTMENT FUND - Janus Henderson Venture Fund Class T
|
|
|
|
|
|
Seacrest Wealth Management, Llc
|
|
|
|
|
|
LVPIX - Profunds - Large-cap Value Profund Investor Class
|
|
|
|
|
|
SBSPX - LEGG MASON PARTNERS EQUITY TRUST - QS S&P 500 Index Fund Class A
|
|
|
|
|
|
Valued Wealth Advisors LLC
|
|
|
|
|
|
Congress Wealth Management LLC / DE /
|
|
|
|
|
|
PACAX - PUTNAM ASSET ALLOCATION FUNDS - Putnam Dynamic Asset Allocation Conservative Fund Class A shares
|
|
|
|
|
|
Aprio Wealth Management, LLC
|
|
|
|
|
|
Keystone Financial Services
|
|
|
|
|
|
Pnc Financial Services Group, Inc.
|
|
|
|
|
|
Gilbert & Cook, Inc.
|
|
|
|
|
|
Wells Fargo & Company/mn
|
|
|
|
|
|
First PREMIER Bank
|
|
|
|
|
|
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Russell 1000 Value Index Fund Class 2
|
|
|
|
|
|
Engineers Gate Manager LP
|
|
|
|
|
|
PRUDENTIAL SERIES FUND - STOCK INDEX PORTFOLIO Class I
|
|
|
|
|
|
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL MSCI Global Equity Index Fund
|
|
|
|
|
|
BGDV - ETF Series Solutions - Bahl & Gaynor Dividend ETF
|
|
|
|
|
|
Nuveen, LLC
|
|
|
|
|
|
Simplex Trading, Llc
|
|
|
|
|
|
Independent Advisor Alliance
|
|
|
|
|
|
GEIZX - GuideStone Funds - Growth Equity Index Fund Investor
|
|
|
|
|
|
Elo Mutual Pension Insurance Co
|
|
|
|
|
|
Birch Hill Investment Advisors LLC
|
|
|
|
|
|
Jackson, Grant Investment Advisers, Inc.
|
|
|
|
|
|
Buckhead Capital Management Llc
|
|
|
|
|
|
TMFM - RBB FUND, INC. - Motley Fool Mid-Cap Growth ETF
|
|
|
|
|
|
Roble, Belko & Company, Inc
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Large Cap Index Portfolio Class A
|
|
|
|
|
|
Achmea Investment Management B.V.
|
|
|
|
|
|
Northstar Asset Management Inc
|
|
|
|
|
|
Sandy Spring Bank
|
|
|
|
|
|
Modern Wealth Management, LLC
|
|
|
|
|
|
1832 Asset Management L.P.
|
|
|
|
|
|
CFO - Victory Portfolios II - VictoryShares US 500 Enhanced Volatility Wtd ETF
|
|
|
|
|
|
Wbi Investments, Inc.
|
|
|
|
|
|
Massmutual Trust Co Fsb/adv
|
|
|
|
|
|
ESMV - iSHARES TRUST - iShares ESG MSCI USA Min Vol Factor ETF
|
|
|
|
|
|
VVIPX - Voya INVESTORS TRUST - Voya VACS Index Series S Portfolio
|
|
|
|
|
|
UPSD - ETF Series Solutions - Aptus Large Cap Upside ETF
|
|
|
|
|
|
CFAGX - COMMERCE FUNDS - The MidCap Growth Fund Shares
|
|
|
|
|
|
Panagora Asset Management Inc
|
|
|
|
|
|
Capital International Investors
|
|
|
|
|
|
VMNFX - Vanguard Montgomery Funds - Vanguard Market Neutral Fund Investor Shares
|
|
|
|
|
|
MML SERIES INVESTMENT FUND - MML Equity Index Fund Class I
|
|
|
|
|
|
TFC Financial Management
|
|
|
|
|
|
Teacher Retirement System Of Texas
|
|
|
|
|
|
Trueblood Wealth Management, LLC
|
|
|
|
|
|
Hudson Capital Management LLC
|
|
|
|
|
|
Citizens Financial Group Inc/ri
|
|
|
|
|
|
VSTIX - VALIC Co I - Stock Index Fund
|
|
|
|
|
|
PRDSX - T. Rowe Price Quantitative Management Funds, Inc. - T. Rowe Price QM U.S. Small-Cap Growth Equity Fund
|
|
|
|
|
|
WFIVX - Wilshire Mutual Funds Inc - Wilshire 5000 Index Fund Investment Class
|
|
|
|
|
|
Diversify Advisory Services, LLC
|
|
|
|
|
|
Treasurer of the State of North Carolina
|
|
|
|
|
|
Loring Wolcott & Coolidge Fiduciary Advisors Llp/ma
|
|
|
|
|
|
Mirae Asset Global Investments Co., Ltd.
|
|
|
|
|
|
IGFAX - Voya INVESTORS TRUST - VY(R) Morgan Stanley Global Franchise Portfolio Class ADV
|
|
|
|
|
|
ABWAX - AB PORTFOLIOS - AB All Market Total Return Portfolio Class A
|
|
|
|
|
|
M&t Bank Corp
|
|
|
|
|
|
SNPE - DBX ETF TRUST - Xtrackers S&P 500 ESG ETF
|
|
|
|
|
|
Jpmorgan Chase & Co
|
|
|
|
|
|
UXI - PROSHARES TRUST - ProShares Ultra Industrials
|
|
|
|
|
|
LSAAX - LOCORR INVESTMENT TRUST - LoCorr Strategic Allocation Fund Class A
|
|
|
|
|
|
AWYIX - ADVISORS' INNER CIRCLE FUND - CIBC ATLAS EQUITY INCOME FUND Institutional Class Shares
|
|
|
|
|
|
Macquarie Group Ltd
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent ESG Index Portfolio Class A
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Mid Cap Value Managed Volatility Portfolio Class IB
|
|
|
|
|
|
Bank of New York Mellon Corp
|
|
|
|
|
|
INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Equal Weight Income Advantage ETF
|
|
|
|
|
|
Sagespring Wealth Partners, Llc
|
|
|
|
|
|
STXD - EA Series Trust - Strive 1000 Dividend Growth ETF
|
|
|
|
|
|
BKLC - BNY Mellon ETF Trust - BNY Mellon US Large Cap Core Equity ETF
|
|
|
|
|
|
Groupama Asset Managment
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/AB Dynamic Growth Portfolio Class IB
|
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|
|
|
|
Clarus Group, Inc.
|
|
|
|
|
|
Natixis
|
|
|
|
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|
Citadel Advisors Llc
|
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|
Hsbc Holdings Plc
|
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|
TDV - PROSHARES TRUST - ProShares S&P Technology Dividend Aristocrats ETF
|
|
|
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|
Prosperity Financial Group, Inc.
|
|
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|
STRV - EA Series Trust - Strive 500 ETF
|
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|
Mystic Asset Management, Inc.
|
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|
Pictet Asset Management Holding SA
|
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Fmr Llc
|
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Lantz Financial LLC
|
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Strengthening Families & Communities, LLC
|
|
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|
Meyer Handelman Co
|
|
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|
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|
SPXE - PROSHARES TRUST - S&P 500 ex-Energy ETF
|
|
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|
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - LargeCap Growth Account I Class 1
|
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|
Cynosure Management, Llc
|
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Biltmore Family Office, LLC
|
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Glenmede Trust Co Na
|
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|
MSLC - MORGAN STANLEY PATHWAY FUNDS - Morgan Stanley Pathway Large Cap Equity ETF
|
|
|
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|
GARIX - FundVantage Trust - Gotham Absolute Return Fund Institutional Class
|
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|
QMHIX - AQR Funds - AQR Managed Futures Strategy HV Fund Class I
|
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|
Ascent Wealth Partners, LLC
|
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Procyon Private Wealth Partners, LLC
|
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|
Chevy Chase Trust Holdings, Inc.
|
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IMCB - iSHARES TRUST - iShares Morningstar Mid-Cap ETF
|
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Wayfinding Financial, LLC
|
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|
Keeler THomas Management LLC
|
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NUMV - Nushares ETF Trust - Nuveen ESG Mid-Cap Value ETF
|
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|
RBCGX - Reynolds Funds Inc - Reynolds Blue Chip Growth Fund
|
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|
Creative Planning
|
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Eastern Bank
|
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RPGAX - T. Rowe Price Global Allocation Fund, Inc. - T. Rowe Price Global Allocation Fund, Inc.
|
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|
Pensionmark Financial Group, Llc
|
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Advisor Group Holdings, Inc.
|
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AVEGX - SCHWARTZ INVESTMENT TRUST - Ave Maria Growth Fund
|
|
|
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|
CAIBX - CAPITAL INCOME BUILDER - CAPITAL INCOME BUILDER Class A
|
|
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Bridges Investment Management Inc
|
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|
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HCESX - HC CAPITAL TRUST - The ESG Growth Portfolio HC Strategic Shares
|
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|
Petrus Trust Company, LTA
|
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Mayflower Financial Advisors, LLC
|
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Oak Thistle LLC
|
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King Luther Capital Management Corp
|
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Td Asset Management Inc
|
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National Bank Of Canada /fi/
|
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Voya Investment Management Llc
|
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QUS - SPDR SERIES TRUST - SPDR MSCI USA StrategicFactors ETF
|
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|
Guardian Wealth Advisors, Llc / Nc
|
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|
DUHP - Dimensional ETF Trust - Dimensional US High Profitability ETF
|
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Redmond Asset Management, LLC
|
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ESEAX - EATON VANCE GROWTH TRUST - Eaton Vance Atlanta Capital Select Equity Fund Class A
|
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Burney Co/
|
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SCHV - SCHWAB STRATEGIC TRUST - Schwab U.S. Large-Cap Value ETF
|
|
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|
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|
SWLVX - SCHWAB CAPITAL TRUST - Schwab U.S. Large-Cap Value Index Fund
|
|
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|
VCGAX - VALIC Co I - Growth & Income Fund
|
|
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|
New Millennium Group LLC
|
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|
Raiffeisen Bank International AG
|
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Qtron Investments LLC
|
|
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|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Blended Mid Cap Managed Volatility Fund Standard Class
|
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|
|
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|
LSEIX - NORTHERN LIGHTS FUND TRUST III - Persimmon Long/Short Fund Class I Shares
|
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|
Sepio Capital, LP
|
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|
Canada Pension Plan Investment Board
|
|
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JNL SERIES TRUST - JNL/Vanguard U.S. Stock Market Index Fund (I)
|
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|
Quarry LP
|
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Northern Trust Corp
|
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Trexquant Investment LP
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|
Zacks Investment Management
|
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|
Kentucky Retirement Systems
|
|
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|
Savant Capital, LLC
|
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|
Stephens Consulting, LLC
|
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|
Howard Capital Management Group, LLC
|
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|
Cromwell Holdings LLC
|
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|
McAdam, LLC
|
|
|
|
|
|
SPIN - SSGA Active Trust - SPDR SSGA US Equity Premium Income ETF
|
|
|
|
|
|
IUSG - iSHARES TRUST - iShares Core S&P U.S. Growth ETF
|
|
|
|
|
|
TILVX - TIAA-CREF FUNDS - TIAA-CREF Large-Cap Value Index Fund Institutional Class
|
|
|
|
|
|
Mutual Advisors, LLC
|
|
|
|
|
|
FAD - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Multi Cap Growth AlphaDEX Fund
|
|
|
|
|
|
QCSCRX - COLLEGE RETIREMENT EQUITIES FUND - Social Choice Account Class R1
|
|
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|
|
|
Squarepoint Ops LLC
|
|
|
|
|
|
Mather Group, Llc.
|
|
|
|
|
|
SPXV - PROSHARES TRUST - S&P 500 ex-Health Care ETF
|
|
|
|
|
|
PACIFIC SELECT FUND - Equity Index Portfolio Class I
|
|
|
|
|
|
VLACX - VANGUARD INDEX FUNDS - Vanguard Large-Cap Index Fund Investor Shares
|
|
|
|
|
|
SSAQX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street U.S. Core Equity Fund
|
|
|
|
|
|
Pitcairn Co
|
|
|
|
|
|
Oppenheimer Asset Management Inc.
|
|
|
|
|
|
Private Wealth Asset Management, LLC
|
|
|
|
|
|
Anchor Investment Management, LLC
|
|
|
|
|
|
Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined Mid Cap Growth Portfolio Class I Shares
|
|
|
|
|
|
FZROX - FIDELITY CONCORD STREET TRUST - Fidelity ZERO Total Market Index Fund
|
|
|
|
|
|
Siemens Fonds Invest GmbH
|
|
|
|
|
|
Texas Capital Bank Wealth Management Services Inc
|
|
|
|
|
|
Institutional Investment Strategy Fund
|
|
|
|
|
|
MSTVX - Morningstar Funds Trust - Morningstar Alternatives Fund
|
|
|
|
|
|
Summit Trail Advisors, Llc
|
|
|
|
|
|
Brevan Howard Capital Management LP
|
|
|
|
|
|
GEFPX - FundVantage Trust - Gotham Enhanced 500 Plus Fund Institutional Class
|
|
|
|
|
|
Principal Financial Group Inc
|
|
|
|
|
|
Walter Public Investments Inc.
|
|
|
|
|
|
Clarius Group, LLC
|
|
|
|
|
|
Advyzon Investment Management, LLC
|
|
|
|
|
|
Trust Co of the South
|
|
|
|
|
|
SPYX - SPDR SERIES TRUST - SPDR S&P 500 Fossil Fuel Reserves Free ETF
|
|
|
|
|
|
Bestgate Wealth Advisors, LLC
|
|
|
|
|
|
IVV - iSHARES TRUST - iShares Core S&P 500 ETF
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Common Stock Index Portfolio Class IA
|
|
|
|
|
|
JSF Financial, LLC
|
|
|
|
|
|
Independence Bank of Kentucky
|
|
|
|
|
|
ETTOX - E Trade Trust - E*TRADE No Fee Total Market Index Fund
|
|
|
|
|
|
Forza Wealth Management, LLC
|
|
|
|
|
|
E. Ohman J:or Asset Management AB
|
|
|
|
|
|
PRDMX - T. Rowe Price Diversified Mid-Cap Growth Fund, Inc. - T. Rowe Price Diversified Mid-Cap Growth Fund, Inc.
|
|
|
|
|
|
Atticus Wealth Management, Llc
|
|
|
|
|
|
Nissay Asset Management Corp /japan/ /adv
|
|
|
|
|
|
Washington Trust Advisors, Inc.
|
|
|
|
|
|
Davies Financial Advisors, Inc.
|
|
|
|
|
|
USSG - DBX ETF TRUST - Xtrackers MSCI USA ESG Leaders Equity ETF
|
|
|
|
|
|
MAINSTAY VP FUNDS TRUST - MainStay VP MacKay Common Stock Portfolio Initial Class
|
|
|
|
|
|
MAI Capital Management
|
|
|
|
|
|
Columbia Funds Variable Series Trust II - Variable Portfolio - Partners Core Equity Fund Class 3
|
|
|
|
|
|
S.A. Mason LLC
|
|
|
|
|
|
Brogan Financial, Inc.
|
|
|
|
|
|
Novak & Powell Financial Services, Inc.
|
|
|
|
|
|
SNPG - DBX ETF TRUST - Xtrackers S&P 500 Growth ESG ETF
|
|
|
|
|
|
GVALX - FundVantage Trust - Gotham Large Value Fund Institutional Class
|
|
|
|
|
|
Sumitomo Mitsui DS Asset Management Company, Ltd
|
|
|
|
|
|
SPGEX - Symmetry Panoramic Trust - Symmetry Panoramic Global Equity Fund Class I Shares
|
|
|
|
|
|
DSMFX - Brinker Capital Destinations Trust - Destinations Small-Mid Cap Equity Fund Class I
|
|
|
|
|
|
Total Investment Management Inc
|
|
|
|
|
|
D. E. Shaw & Co., Inc.
|
|
|
|
|
|
PALC - Pacer Funds Trust - Pacer Lunt Large Cap Multi-Factor Alternator ETF
|
|
|
|
|
|
Maripau Wealth Management Llc
|
|
|
|
|
|
PBP - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 BuyWrite ETF
|
|
|
|
|
|
Innovator ETFs Trust - Innovator Equity Premium Income - Daily PutWrite ETF
|
|
|
|
|
|
MBE Wealth Management, LLC
|
|
|
|
|
|
Belpointe Asset Management LLC
|
|
|
|
|
|
GUSA - Goldman Sachs ETF Trust II - Goldman Sachs MarketBeta U.S. 1000 Equity ETF
|
|
|
|
|
|
1858 Wealth Management, Llc
|
|
|
|
|
|
State Of Wisconsin Investment Board
|
|
|
|
|
|
Numerai GP LLC
|
|
|
|
|
|
VLU - SPDR SERIES TRUST - SPDR S&P 1500 Value Tilt ETF
|
|
|
|
|
|
UTMAX - USAA MUTUAL FUNDS TRUST - Target Managed Allocation Fund
|
|
|
|
|
|
USXF - iSHARES TRUST - iShares ESG Advanced MSCI USA ETF
|
|
|
|
|
|
Colonial Trust Co / SC
|
|
|
|
|
|
Evergreen Private Wealth LLC
|
|
|
|
|
|
Susquehanna Fundamental Investments, Llc
|
|
|
|
|
|
WBIL - Absolute Shares Trust - WBI BullBear Quality 3000 ETF
|
|
|
|
|
|
RVRB - ADVISORS SERIES TRUST - Reverb ETF
|
|
|
|
|
|
VSLU - ETF Opportunities Trust - Applied Finance Valuation Large Cap ETF
|
|
|
|
|
|
SEASONS SERIES TRUST - SA Multi-Managed Mid Cap Value Portfolio Class 1
|
|
|
|
|
|
Stephenson National Bank & Trust
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA S&P 500 Index Fund Standard Class
|
|
|
|
|
|
PBUS - Invesco Exchange-Traded Fund Trust II - Invesco PureBeta MSCI USA ETF
|
|
|
|
|
|
VKSGX - VIRTUS EQUITY TRUST - Virtus KAR Small-Mid Cap Value Fund Class R6
|
|
|
|
|
|
J.w. Cole Advisors, Inc.
|
|
|
|
|
|
DFQTX - Dfa Investment Dimensions Group Inc - U.s. Core Equity 2 Portfolio - Institutional Class
|
|
|
|
|
|
Ewa, Llc
|
|
|
|
|
|
Creative Financial Designs Inc /adv
|
|
|
|
|
|
American Century Companies Inc
|
|
|
|
|
|
Riggs Asset Managment Co. Inc.
|
|
|
|
|
|
CVLC - Morgan Stanley ETF Trust - Calvert US Large-Cap Core Responsible Index ETF
|
|
|
|
|
|
Inscription Capital, LLC
|
|
|
|
|
|
Bahl & Gaynor Inc
|
|
|
|
|
|
IFP Advisors, Inc
|
|
|
|
|
|
Creekmur Asset Management LLC
|
|
|
|
|
|
American Trust
|
|
|
|
|
|
London Co Of Virginia
|
|
|
|
|
|
Court Place Advisors, LLC
|
|
|
|
|
|
THEQ - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Hedged Equity ETF
|
|
|
|
|
|
Syon Capital Llc
|
|
|
|
|
|
NWHVX - NATIONWIDE MUTUAL FUNDS - Nationwide Geneva Mid Cap Growth Fund Class A
|
|
|
|
|
|
DGRW - WisdomTree Trust - WisdomTree U.S. Quality Dividend Growth Fund N/A
|
|
|
|
|
|
Kinneret Advisory, LLC
|
|
|
|
|
|
GCEQX - GREEN CENTURY FUNDS - GREEN CENTURY EQUITY FUND Individual Investor Class
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/AB Dynamic Moderate Growth Portfolio Class IB
|
|
|
|
|
|
VVLVX - Venerable Variable Insurance Trust - Venerable Large Cap Index Fund Class V
|
|
|
|
|
|
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Large Cap Index Fund Class 3
|
|
|
|
|
|
Cetera Investment Advisers
|
|
|
|
|
|
Motley Fool Wealth Management, LLC
|
|
|
|
|
|
Agf Management Ltd
|
|
|
|
|
|
Acadian Asset Management Llc
|
|
|
|
|
|
Dividend Asset Capital, Llc
|
|
|
|
|
|
TRANSAMERICA SERIES TRUST - Transamerica T. Rowe Price Small Cap VP Initial
|
|
|
|
|
|
Vinva Investment Management Ltd
|
|
|
|
|
|
Morningstar Investment Services LLC
|
|
|
|
|
|
Cwm, Llc
|
|
|
|
|
|
Park National Corp /oh/
|
|
|
|
|
|
Amalgamated Bank
|
|
|
|
|
|
Zevenbergen Capital Investments Llc
|
|
|
|
|
|
LCIAX - Sei Institutional Investments Trust - Siit Large Cap Index Fund - Class A
|
|
|
|
|
|
DHMAX - DIAMOND HILL FUNDS - Diamond Hill Small-Mid Cap Fund Class A
|
|
|
|
|
|
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Large Cap Growth Portfolio Institutional Class
|
|
|
|
|
|
BI Asset Management Fondsmaeglerselskab A/S
|
|
|
|
|
|
DFUS - Dimensional ETF Trust - Dimensional U.S. Equity ETF
|
|
|
|
|
|
Envestnet Portfolio Solutions, Inc.
|
|
|
|
|
|
AE Wealth Management LLC
|
|
|
|
|
|
MUXAX - VICTORY PORTFOLIOS - Victory S&P 500 Index Fund Class A
|
|
|
|
|
|
Boyar Asset Management Inc.
|
|
|
|
|
|
Rockefeller Capital Management L.P.
|
|
|
|
|
|
New Mexico Educational Retirement Board
|
|
|
|
|
|
Capital International Inc /ca/
|
|
|
|
|
|
WLGRX - IVY FUNDS - Ivy Large Cap Growth Fund Class R
|
|
|
|
|
|
Russell Investments Group, Ltd.
|
|
|
|
|
|
Td Private Client Wealth Llc
|
|
|
|
|
|
Pandora Wealth, Inc.
|
|
|
|
|
|
URTH - iShares, Inc. - iShares MSCI World ETF
|
|
|
|
|
|
Marco Investment Management Llc
|
|
|
|
|
|
Boreal Capital Management LLC
|
|
|
|
|
|
Westover Capital Advisors, LLC
|
|
|
|
|
|
Sompo Japan Nipponkoa Asset Management Co.,ltd.
|
|
|
|
|
|
Spire Wealth Management
|
|
|
|
|
|
Public Employees Retirement System Of Ohio
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/500 Managed Volatility Portfolio Class IB
|
|
|
|
|
|
First National Bank Of Omaha
|
|
|
|
|
|
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Large Cap Equity Portfolio Institutional Class
|
|
|
|
|
|
Hanson & Doremus Investment Management
|
|
|
|
|
|
Grove Street Fiduciary, LLC
|
|
|
|
|
|
DiNuzzo Private Wealth, Inc.
|
|
|
|
|
|
Palmer Knight Co
|
|
|
|
|
|
Sterling Capital Management LLC
|
|
|
|
|
|
VTCLX - VANGUARD TAX-MANAGED FUNDS - Vanguard Tax-Managed Capital Appreciation Fund Admiral Shares
|
|
|
|
|
|
SZNE - Pacer Funds Trust - Pacer CFRA-Stovall Equal Weight Seasonal Rotation ETF
|
|
|
|
|
|
Neuberger Berman Group LLC
|
|
|
|
|
|
Sentry Investment Management Llc
|
|
|
|
|
|
AlphaCore Capital LLC
|
|
|
|
|
|
Marks Group Wealth Management, Inc
|
|
|
|
|
|
SJS Investment Consulting Inc.
|
|
|
|
|
|
MML Series Investment Fund II - MML Equity Rotation Fund Class II
|
|
|
|
|
|
Forsta Ap-fonden
|
|
|
|
|
|
SEMCX - Sei Institutional Managed Trust - Simt Mid Cap Fund Class F
|
|
|
|
|
|
Arcadia Investment Management Corp/mi
|
|
|
|
|
|
VEGN - ETF Series Solutions - US Vegan Climate ETF
|
|
|
|
|
|
Long Road Investment Counsel, LLC
|
|
|
|
|
|
PENN SERIES FUNDS INC - Large Core Growth Fund
|
|
|
|
|
|
NCGFX - NEW COVENANT FUNDS - New Covenant Growth Fund
|
|
|
|
|
|
Rathbone Brothers plc
|
|
|
|
|
|
Mirabaud Asset Management Ltd
|
|
|
|
|
|
Federation des caisses Desjardins du Quebec
|
|
|
|
|
|
United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund
|
|
|
|
|
|
Wellington Management Group Llp
|
|
|
|
|
|
Citigroup Inc
|
|
|
|
|
|
John Hancock Funds II - U.S. Sector Rotation Fund Class NAV
|
|
|
|
|
|
Rehmann Capital Advisory Group
|
|
|
|
|
|
UniSuper Management Pty Ltd
|
|
|
|
|
|
Avanza Fonder AB
|
|
|
|
|
|
AVUQ - AMERICAN CENTURY ETF TRUST - Avantis U.S. Quality ETF
|
|
|
|
|
|
Strategy Asset Managers Llc
|
|
|
|
|
|
EXI - iSHARES TRUST - iShares Global Industrials ETF
|
|
|
|
|
|
Wallace Advisory Group, LLC
|
|
|
|
|
|
Franklin Resources Inc
|
|
|
|
|
|
Retirement Systems of Alabama
|
|
|
|
|
|
Andra AP-fonden
|
|
|
|
|
|
PBAIX - Blackrock Funds - Blackrock Tactical Opportunities Fund Institutional
|
|
|
|
|
|
Janus Henderson Group Plc
|
|
|
|
|
|
Occidental Asset Management, LLC
|
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Kestra Private Wealth Services, Llc
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|
CRBN - iSHARES TRUST - iShares MSCI ACWI Low Carbon Target ETF
|
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GFSYX - GuideStone Funds - Strategic Alternatives Fund Institutional
|
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Core Alternative Capital
|
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Illinois Municipal Retirement Fund
|
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Harbor Investment Advisory, Llc
|
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|
Parkworth Wealth Management, Inc.
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Mission Wealth Management, Lp
|
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|
Federated Hermes, Inc.
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Marshall & Sterling Wealth Advisors Inc.
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CFMSX - TRUST FOR PROFESSIONAL MANAGERS - Column Mid Cap Select Fund
|
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|
Vivaldi Capital Management, LLC
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JGQYX - TRUST FOR PROFESSIONAL MANAGERS - Jensen Global Quality Growth Fund - Y Shares
|
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|
Salem Investment Counselors Inc
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Ifrah Financial Services, Inc.
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Sunburst Financial Group, LLC
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Minot DeBlois Advisors LLC
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|
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - LargeCap S&P 500 Index Account Class 1
|
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|
Davy Global Fund Management Ltd
|
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|
HighMark Wealth Management LLC
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|
Gallacher Capital Management LLC
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Campion Asset Management LLC
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|
EVUS - iSHARES TRUST - iShares ESG Aware MSCI USA Value ETF
|
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|
|
IMCG - iSHARES TRUST - iShares Morningstar Mid-Cap Growth ETF
|
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|
SUNAMERICA SERIES TRUST - SA Large Cap Growth Index Portfolio Class 1
|
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|
Forum Financial Management, LP
|
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|
Patton Fund Management, Inc.
|
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JNL SERIES TRUST - JNL/RAFI Fundamental U.S. Small Cap Fund (A)
|
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Caxton Associates Llp
|
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MMBUX - MASSMUTUAL SELECT FUNDS - MassMutual Select T. Rowe Price Small and Mid Cap Blend Fund Class I
|
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|
Greykasell Wealth Strategies, Inc.
|
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SECAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Small Cap II Fund - Class A
|
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|
First National Advisers, LLC
|
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Larson Financial Group LLC
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AQEIX - LKCM Funds - LKCM Aquinas Catholic Equity Fund
|
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|
PMSAX - PRINCIPAL FUNDS INC - Global Multi-Strategy Fund Class A
|
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CDGRX - Copeland Trust - Copeland Risk Managed Dividend Growth Fund Class A shares
|
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|
Legal & General Group Plc
|
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MGNDX - PRAXIS MUTUAL FUNDS - Praxis Growth Index Fund Class A
|
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GENIX - FundVantage Trust - Gotham Enhanced Return Fund Institutional Class
|
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|
CHB Investment Group, LLC
|
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PHDG - INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Downside Hedged ETF
|
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|
Hemington Wealth Management
|
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|
McElhenny Sheffield Capital Management, LLC
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Morgan Stanley
|
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|
Ensign Peak Advisors, Inc
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DAVENPORT & Co LLC
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JQUA - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan U.S. Quality Factor ETF
|
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SHE - SPDR SERIES TRUST - SPDR SSGA Gender Diversity Index ETF
|
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IWB - iSHARES TRUST - iShares Russell 1000 ETF
|
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Promus Capital, LLC
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|
Icon Wealth Advisors, LLC
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First Trust Advisors Lp
|
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Securian Funds Trust - SFT Ivy Growth Fund
|
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Pinnacle Associates Ltd
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ROUS - Lattice Strategies Trust - Hartford Multifactor US Equity ETF
|
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|
Sachetta, LLC
|
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Ubs Asset Management Americas Inc
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Shufro Rose & Co Llc
|
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Hartland & Co., LLC
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Groupe la Francaise
|
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Kestra Investment Management, LLC
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Lee Financial Co
|
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Main Street Financial Solutions, LLC
|
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USPX - Franklin Templeton ETF Trust - Franklin LibertyQ Global Equity ETF
|
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|
Newbridge Financial Services Group, Inc.
|
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Bartlett & Co. Wealth Management Llc
|
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|
California State Teachers Retirement System
|
|
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Concurrent Investment Advisors, LLC
|
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SFLNX - SCHWAB CAPITAL TRUST - Schwab Fundamental US Large Company Index Fund Institutional Shares
|
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|
TCTC Holdings, LLC
|
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|
Beaumont Financial Advisors, LLC
|
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|
NMFAX - NATIONWIDE MUTUAL FUNDS - Nationwide Dynamic U.S. Growth Fund Class A
|
|
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|
|
VADCX - Aim Counselor Series Trust (invesco Counselor Series Trust) - Invesco Equally-weighted S&p 500 Fund Class C
|
|
|
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|
|
BTMFX - BOSTON TRUST WALDEN FUNDS - Boston Trust Midcap Fund
|
|
|
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|
MNDFX - MANNING & NAPIER FUND, INC. - Disciplined Value Series Class I
|
|
|
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|
Enterprise Financial Services Corp
|
|
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|
SLGFX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Large Cap Index Fund Class F
|
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|
|
|
Magnetar Financial LLC
|
|
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|
|
|
Brady Family Wealth, Llc
|
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|
|
|
VARIABLE INSURANCE PRODUCTS FUND II - Total Market Index Portfolio Initial Class
|
|
|
|
|
|
XRLV - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 ex-Rate Sensitive Low Volatility ETF
|
|
|
|
|
|
Mbb Public Markets I Llc
|
|
|
|
|
|
JATTX - JANUS INVESTMENT FUND - Janus Henderson Triton Fund Class T
|
|
|
|
|
|
Y-Intercept (Hong Kong) Ltd
|
|
|
|
|
|
SPUSX - Symmetry Panoramic Trust - Symmetry Panoramic US Equity Fund Class I Shares
|
|
|
|
|
|
RSPN - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Equal Weight Industrials ETF
|
|
|
|
|
|
Advisors Capital Management, LLC
|
|
|
|
|
|
GSPFX - FundVantage Trust - Gotham Enhanced S&P 500 Index Fund Institutional Class Shares
|
|
|
|
|
|
Rational Advisors Llc
|
|
|
|
|
|
Dakota Wealth Management
|
|
|
|
|
|
TECB - iSHARES TRUST - iShares U.S. Tech Breakthrough Multisector ETF
|
|
|
|
|
|
Coston, McIsaac & Partners
|
|
|
|
|
|
Financial Management Professionals, Inc.
|
|
|
|
|
|
Summit Financial, LLC
|
|
|
|
|
|
STXG - EA Series Trust - Strive 1000 Growth ETF
|
|
|
|
|
|
SPUU - Direxion Shares ETF Trust - Direxion Daily S&P 500(R) Bull 2X Shares
|
|
|
|
|
|
RYDEX VARIABLE TRUST - S&P 500 2x Strategy Fund Variable Annuity
|
|
|
|
|
|
Hartford Investment Management Co
|
|
|
|
|
|
PXWGX - PAX WORLD FUNDS SERIES TRUST I - PAX ESG Beta Quality Fund Investor Class
|
|
|
|
|
|
Barclays Plc
|
|
|
|
|
|
Balyasny Asset Management Llc
|
|
|
|
|
|
Suncoast Equity Management
|
|
|
|
|
|
MASTER INVESTMENT PORTFOLIO - Active Stock Master Portfolio Active Stock Portfolio
|
|
|
|
|
|
Ascent Group, LLC
|
|
|
|
|
|
Webster Bank, N. A.
|
|
|
|
|
|
Profunds - Profund Vp Large-cap Value
|
|
|
|
|
|
SWMCX - SCHWAB CAPITAL TRUST - Schwab U.S. Mid-Cap Index Fund
|
|
|
|
|
|
GDE - WisdomTree Trust - WisdomTree Efficient Gold Plus Equity Strategy Fund N/A
|
|
|
|
|
|
MetLife Investment Management, LLC
|
|
|
|
|
|
Osterweis Capital Management Inc
|
|
|
|
|
|
Signal Advisors Wealth, LLC
|
|
|
|
|
|
State of Wyoming
|
|
|
|
|
|
Kestra Advisory Services, LLC
|
|
|
|
|
|
GINDX - FundVantage Trust - Gotham Index Plus Fund Institutional Class
|
|
|
|
|
|
ELDFX - ELFUN DIVERSIFIED FUND - ELFUN DIVERSIFIED FUND Elfun Diversified Fund
|
|
|
|
|
|
Santa Monica Partners Lp
|
|
|
|
|
|
JAFEX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Total Stock Market Index Trust NAV
|
|
|
|
|
|
PRSIX - T. Rowe Price Spectrum Funds II, Inc. - T. Rowe Price Spectrum Conservative Allocation Fund
|
|
|
|
|
|
Allspring Global Investments Holdings, LLC
|
|
|
|
|
|
Securian Funds Trust - SFT Index 500 Fund Class 1
|
|
|
|
|
|
Rialto Wealth Management, LLC
|
|
|
|
|
|
V-Square Quantitative Management LLC
|
|
|
|
|
|
Talon Private Wealth, LLC
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Large Cap Growth Managed Volatility Portfolio Class IB
|
|
|
|
|
|
QHFRX - AQR Funds - AQR MS Fusion HV Fund Class R6
|
|
|
|
|
|
Police & Firemen's Retirement System of New Jersey
|
|
|
|
|
|
Alta Capital Management Llc/
|
|
|
|
|
|
Lowe Wealth Advisors, LLC
|
|
|
|
|
|
State Street Corp
|
|
|
|
|
|
State of New Jersey Common Pension Fund D
|
|
|
|
|
|
QNZNX - AQR Funds - AQR Sustainable Long-Short Equity Carbon Aware Fund Class N
|
|
|
|
|
|
Financial Network Wealth Advisors LLC
|
|
|
|
|
|
T. Rowe Price Investment Management, Inc.
|
|
|
|
|
|
North Star Investment Management Corp.
|
|
|
|
|
|
Connor, Clark & Lunn Investment Management Ltd.
|
|
|
|
|
|
NEUBERGER BERMAN ADVISERS MANAGEMENT TRUST - Mid Cap Growth Portfolio Class I
|
|
|
|
|
|
O'shaughnessy Asset Management, Llc
|
|
|
|
|
|
Dark Forest Capital Management Lp
|
|
|
|
|
|
Assenagon Asset Management S.A.
|
|
|
|
|
|
EFG Asset Management (Americas) Corp.
|
|
|
|
|
|
BLPIX - Profunds - Bull Profund Investor Class
|
|
|
|
|
|
Strategic Blueprint, LLC
|
|
|
|
|
|
Dai-Ichi Life Insurance Company, Ltd
|
|
|
|
|
|
Universal- Beteiligungs- und Servicegesellschaft mbH
|
|
|
|
|
|
SSEFX - Advisors' Inner Circle Fund III - SouthernSun U.S. Equity Fund Class N Shares
|
|
|
|
|
|
JAFVX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Strategic Equity Allocation Trust Series NAV
|
|
|
|
|
|
Clark Capital Management Group, Inc.
|
|
|
|
|
|
HIDV - AB Active ETFs, Inc. - AB US High Dividend ETF
|
|
|
|
|
|
Worldquant Millennium Advisors Llc
|
|
|
|
|
|
Manufacturers Life Insurance Company, The
|
|
|
|
|
|
Coastal Bridge Advisors, LLC
|
|
|
|
|
|
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp
|
|
|
|
|
|
DNLDX - BNY Mellon Strategic Funds, Inc. - BNY Mellon Active MidCap Fund Class A
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Invesco Moderate Growth Allocation Portfolio Class IB
|
|
|
|
|
|
First Manhattan Co
|
|
|
|
|
|
Quest Partners LLC
|
|
|
|
|
|
Integrated Wealth Concepts LLC
|
|
|
|
|
|
Towarzystwo Funduszy Inwestycyjnych Pzu Sa
|
|
|
|
|
|
Ipswich Investment Management Co., Inc.
|
|
|
|
|
|
First Horizon Advisors, Inc.
|
|
|
|
|
|
PWS - Pacer Funds Trust - Pacer WealthShield ETF
|
|
|
|
|
|
CRQSX - Catholic Responsible Investments Funds - CATHOLIC RESPONSIBLE INVESTMENTS EQUITY INDEX FUND Institutional Shares
|
|
|
|
|
|
FineMark National Bank & Trust
|
|
|
|
|
|
Colony Group, LLC
|
|
|
|
|
|
Diversified Trust Co
|
|
|
|
|
|
PEPS - Morgan Stanley ETF Trust - Parametric Equity Plus ETF
|
|
|
|
|
|
VITNX - VANGUARD INSTITUTIONAL INDEX FUNDS - Vanguard Institutional Total Stock Market Index Fund Institutional Shares
|
|
|
|
|
|
VBINX - Vanguard Valley Forge Funds - Vanguard Balanced Index Fund Investor Shares
|
|
|
|
|
|
HNDRX - Horizon Funds - Horizon Defined Risk Fund Investor Class
|
|
|
|
|
|
iA Global Asset Management Inc.
|
|
|
|
|
|
EUSA - iShares, Inc. - iShares MSCI USA Equal Weighted ETF
|
|
|
|
|
|
Waterloo Capital, L.P.
|
|
|
|
|
|
HBK Sorce Advisory LLC
|
|
|
|
|
|
BLACKROCK FUNDS - iShares Total U.S. Stock Market Index Fund Investor A
|
|
|
|
|
|
GLOV - Goldman Sachs ETF Trust - Goldman Sachs ActiveBeta(R) World Low Vol Plus Equity ETF
|
|
|
|
|
|
Creative Capital Management Investments LLC
|
|
|
|
|
|
LEAD - Siren ETF Trust - Siren DIVCON Leaders Dividend ETF
|
|
|
|
|
|
Innovator ETFs Trust - Innovator Equity Managed Floor ETF
|
|
|
|
|
|
Sowell Financial Services LLC
|
|
|
|
|
|
BMDIX - BAIRD FUNDS INC - Baird MidCap Fund Institutional
|
|
|
|
|
|
New Age Alpha Advisors, LLC
|
|
|
|
|
|
Intrust Bank Na
|
|
|
|
|
|
Bare Financial Services, Inc
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA Large Cap Value Index Portfolio Class 1
|
|
|
|
|
|
Commerce Bank
|
|
|
|
|
|
Curio Wealth, Llc
|
|
|
|
|
|
FITLX - FIDELITY SALEM STREET TRUST - Fidelity U.S. Sustainability Index Fund
|
|
|
|
|
|
GPIX - Goldman Sachs ETF Trust - Goldman Sachs S&P 500 Core Premium Income ETF
|
|
|
|
|
|
Dean Capital Management
|
|
|
|
|
|
Jnl Series Trust - Jnl/dfa U.s. Core Equity Fund (a)
|
|
|
|
|
|
CoreCap Advisors, LLC
|
|
|
|
|
|
Washington Trust Bank
|
|
|
|
|
|
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Dynamic U.S. Growth Fund Class II
|
|
|
|
|
|
DecisionPoint Financial, LLC
|
|
|
|
|
|
Aull & Monroe Investment Management Corp
|
|
|
|
|
|
Allred Capital Management, LLC
|
|
|
|
|
|
Mitchell Mcleod Pugh & Williams Inc
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA T. Rowe Price Asset Allocation Growth Portfolio Class 1
|
|
|
|
|
|
TOV - EA Series Trust - JLens 500 Jewish Advocacy U.S. ETF
|
|
|
|
|
|
R.m.sincerbeaux Capital Management Llc
|
|
|
|
|
|
Allworth Financial LP
|
|
|
|
|
|
CFJAX - Calvert Responsible Index Series, Inc. - Calvert US Large-Cap Value Responsible Index Fund Class A
|
|
|
|
|
|
FSMCX - Tributary Funds, Inc. - Tributary Small/Mid Cap Fund Institutional Class
|
|
|
|
|
|
VQNPX - VANGUARD QUANTITATIVE FUNDS - Vanguard Growth and Income Fund Investor Shares
|
|
|
|
|
|
ACIO - ETF Series Solutions - Aptus Collared Income Opportunity ETF
|
|
|
|
|
|
NEIAX - COLUMBIA FUNDS SERIES TRUST - Columbia Large Cap Index Fund Class A
|
|
|
|
|
|
Quotient Wealth Partners, LLC
|
|
|
|
|
|
GONIX - FundVantage Trust - Gotham Neutral Fund Institutional Class
|
|
|
|
|
|
Charles Schwab Investment Management Inc
|
|
|
|
|
|
EQAL - Invesco Exchange-Traded Fund Trust II - Invesco Russell 1000 Equal Weight ETF
|
|
|
|
|
|
PARNX - PARNASSUS FUNDS - Parnassus Fund Investor Shares
|
|
|
|
|
|
Fiduciary Family Office, Llc
|
|
|
|
|
|
Barnes Pettey Financial Advisors, Llc
|
|
|
|
|
|
Vestmark Advisory Solutions, Inc.
|
|
|
|
|
|
Turtle Creek Wealth Advisors, LLC
|
|
|
|
|
|
Investment Management Corp of Ontario
|
|
|
|
|
|
ILCB - iSHARES TRUST - iShares Morningstar Large-Cap ETF
|
|
|
|
|
|
New Age Alpha Variable Funds Trust - NAA SMID-CAP VALUE SERIES
|
|
|
|
|
|
JHMM - John Hancock Exchange-Traded Fund Trust - John Hancock Multifactor Mid Cap ETF
|
|
|
|
|
|
GHP Investment Advisors, Inc.
|
|
|
|
|
|
FIMVX - FIDELITY SALEM STREET TRUST - Fidelity Mid Cap Value Index Fund
|
|
|
|
|
|
WBIG - Absolute Shares Trust - WBI BullBear Yield 3000 ETF
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Janus Enterprise Portfolio Class IB
|
|
|
|
|
|
RWL - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 Revenue ETF
|
|
|
|
|
|
Lord & Richards Wealth Management, LLC
|
|
|
|
|
|
First Affirmative Financial Network
|
|
|
|
|
|
Sei Investments Co
|
|
|
|
|
|
PACIFIC SELECT FUND - PD Large-Cap Growth Index Portfolio Class P
|
|
|
|
|
|
Fortis Group Advisors, LLC
|
|
|
|
|
|
Chancellor Financial Group WB LP
|
|
|
|
|
|
SNXFX - SCHWAB INVESTMENTS - Schwab 1000 Index Fund
|
|
|
|
|
|
Vident Advisory, LLC
|
|
|
|
|
|
TRSGX - T. Rowe Price Spectrum Funds II, Inc. - T. Rowe Price Spectrum Moderate Growth Allocation Fund
|
|
|
|
|
|
Douglas Lane & Associates, LLC
|
|
|
|
|
|
Woodley Farra Manion Portfolio Management Inc
|
|
|
|
|
|
Walleye Trading LLC
|
|
|
|
|
|
Jaffetilchin Investment Partners, LLC
|
|
|
|
|
|
Hollencrest Capital Management
|
|
|
|
|
|
OMERS ADMINISTRATION Corp
|
|
|
|
|
|
Maryland State Retirement & Pension System
|
|
|
|
|
|
ZZZ - ONEFUND Trust - CYBER HORNET S&P 500(R) and Bitcoin 75/25 Strategy ETF
|
|
|
|
|
|
Aster Capital Management (DIFC) Ltd
|
|
|
|
|
|
Brighthouse Funds Trust II - MetLife Stock Index Portfolio Class A
|
|
|
|
|
|
BNY MELLON STOCK INDEX FUND, INC. - BNY Mellon Stock Index Fund, Inc. - Initial Shares
|
|
|
|
|
|
Vision Capital Management, Inc.
|
|
|
|
|
|
New York Life Investment Management Llc
|
|
|
|
|
|
Advisor OS, LLC
|
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Skandinaviska Enskilda Banken AB (publ)
|
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Bangor Savings Bank
|
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Boston Private Wealth Llc
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Jmac Enterprises Llc
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Westpac Banking Corp
|
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SBI Securities Co., Ltd.
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JHML - John Hancock Exchange-Traded Fund Trust - John Hancock Multifactor Large Cap ETF
|
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ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL S&P 500 Index Fund Class 1
|
|
|
|
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|
EverSource Wealth Advisors, LLC
|
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|
BlackRock Variable Series Funds, Inc. - BlackRock S&P 500 Index V.I. Fund Class I
|
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SSTIX - STATE STREET VARIABLE INSURANCE SERIES FUNDS INC - State Street Total Return V.I.S. Fund Class 1 Shares
|
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|
FNDX - SCHWAB STRATEGIC TRUST - Schwab Fundamental U.S. Large Company Index ETF
|
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|
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RECS - Columbia ETF Trust I - Columbia Research Enhanced Core ETF
|
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VCBCX - VALIC Co I - Blue Chip Growth Fund
|
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NEOS Investment Management LLC
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Profunds - Profund Vp Ultrabull
|
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Fiduciary Trust Co
|
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Symphony Financial, Ltd. Co.
|
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Advisory Alpha, LLC
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SeaBridge Investment Advisors LLC
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Guggenheim Strategic Opportunities Fund
|
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Hughes Financial Services, LLC
|
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EAASX - EATON VANCE GROWTH TRUST - Eaton Vance Atlanta Capital SMID-Cap Fund Class A
|
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SPYG - SPDR SERIES TRUST - SPDR(R) Portfolio S&P 500 Growth ETF
|
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GVMCX - WILLIAMSBURG INVESTMENT TRUST - Government Street Mid-Cap Fund
|
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Asset Management One Co., Ltd.
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EVTMX - EATON VANCE SPECIAL INVESTMENT TRUST - Eaton Vance Dividend Builder Fund Class A
|
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Iron Horse Wealth Management, LLC
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Nomura Asset Management Co Ltd
|
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Empowered Funds, LLC
|
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STFGX - Advisers Investment Trust - State Farm Growth Fund
|
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Kennebec Savings Bank
|
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Grantham, Mayo, Van Otterloo & Co. LLC
|
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Brown Advisory Inc
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DnB Asset Management AS
|
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Perigon Wealth Management, LLC
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RAGTX - ALLIANZ FUNDS - AllianzGI Technology Fund A
|
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Ballentine Partners, LLC
|
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USCL - iSHARES TRUST - iShares Climate Conscious & Transition MSCI USA ETF
|
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LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Dimensional U.S. Core Equity 2 Fund Standard Class
|
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GFG Capital, LLC
|
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Oppenheimer & Co Inc
|
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HCIGX - HC CAPITAL TRUST - The Institutional Growth Equity Portfolio HC Strategic Shares
|
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Moody Aldrich Partners Llc
|
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MYSPX - MAINSTAY FUNDS TRUST - MainStay MacKay S&P 500 Index Fund Investor Class
|
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PEOPX - BNY MELLON INDEX FUNDS, INC. - BNY Mellon S&P 500 Index Fund
|
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Private Wealth Management Group, LLC
|
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Jnl Series Trust - Jnl/t. Rowe Price Mid-cap Growth Fund (a)
|
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|
Cambridge Investment Research Advisors, Inc.
|
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KINETICS PORTFOLIOS TRUST - Kinetics Market Opportunities Portfolio
|
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Old National Bancorp /in/
|
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CVA Family Office, LLC
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Handelsbanken Fonder AB
|
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Hilton Capital Management, LLC
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Sunbelt Securities, Inc.
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Kovitz Investment Group Partners, LLC
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Beacon Pointe Advisors, LLC
|
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Fullcircle Wealth Llc
|
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Nicholas Company, Inc.
|
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Voloridge Investment Management, Llc
|
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Atlas Legacy Advisors, LLC
|
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NTSX - WisdomTree Trust - WisdomTree 90/60 U.S. Balanced Fund N/A
|
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PSET - Principal Exchange-Traded Funds - Principal Price Setters Index ETF
|
|
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|
HHM Wealth Advisors, LLC
|
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XVV - iSHARES TRUST - iShares ESG Screened S&P 500 ETF
|
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FLAPX - FIDELITY SALEM STREET TRUST - Fidelity Flex Mid Cap Index Fund
|
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|
Quadrant Capital Group Llc
|
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Profund Advisors Llc
|
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CWEAX - MUTUAL FUND SERIES TRUST - Catalyst/Welton Advantage Multi-Strategy Fund Class A
|
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|
GGMBX - GOLDMAN SACHS TRUST - Goldman Sachs Global Managed Beta Fund Institutional Shares
|
|
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|
SWP1Z - SCHWAB ANNUITY PORTFOLIOS - Schwab S&P 500 Index Portfolio
|
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|
Patriot Financial Group Insurance Agency, LLC
|
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|
Zions Bancorporation, National Association /ut/
|
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|
BHK Investment Advisors, LLC
|
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Ostrum Asset Management
|
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|
Thrivent Financial For Lutherans
|
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|
MNHCX - MANNING & NAPIER FUND, INC. - Pro-Blend(R) Maximum Term Series Class L
|
|
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|
PSIAX - PRUDENTIAL INVESTMENT PORTFOLIOS 8 - PGIM QMA STOCK INDEX FUND Class A
|
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|
FSAKX - Fidelity Rutland Square Trust II - Strategic Advisers U.S. Total Stock Fund
|
|
|
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|
Bessemer Group Inc
|
|
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|
TRANSAMERICA SERIES TRUST - Transamerica Janus Mid-Cap Growth VP Initial
|
|
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|
AIM INTERNATIONAL MUTUAL FUNDS (INVESCO INTERNATIONAL MUTUAL FUNDS) - Invesco Global Responsibility Equity Fund Class A
|
|
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|
Resources Management Corp /ct/ /adv
|
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|
Keybank National Association/oh
|
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|
Ieq Capital, Llc
|
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|
Gables Capital Management Inc.
|
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|
|
VSEQX - VANGUARD HORIZON FUNDS - Vanguard Strategic Equity Fund Investor Shares
|
|
|
|
|
|
SPXN - PROSHARES TRUST - S&P 500 ex-Financials ETF
|
|
|
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|
Vontobel Holding Ltd.
|
|
|
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|
OPTZ - Advisor Managed Portfolios - Optimize Strategy Index ETF
|
|
|
|
|
|
Aureus Asset Management, LLC
|
|
|
|
|
|
LVW Advisors, LLC
|
|
|
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|
|
Toronto Dominion Bank
|
|
|
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|
|
United Capital Financial Advisers, Llc
|
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|
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|
Mackenzie Financial Corp
|
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|
|
|
ONOF - Global X Funds - Global X Adaptive U.S. Risk Management ETF
|
|
|
|
|
|
Tower Research Capital LLC (TRC)
|
|
|
|
|
|
National Asset Management, Inc.
|
|
|
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|
|
Boston Trust Walden Corp
|
|
|
|
|
|
Delta Financial Group, Inc.
|
|
|
|
|
|
PUTNAM VARIABLE TRUST - Putnam VT Global Asset Allocation Fund Class IA Shares
|
|
|
|
|
|
RMB Capital Management, LLC
|
|
|
|
|
|
AVUS - AMERICAN CENTURY ETF TRUST - Avantis U.S. Equity ETF
|
|
|
|
|
|
KOKU - DBX ETF TRUST - Xtrackers MSCI Kokusai Equity ETF
|
|
|
|
|
|
PRUDENTIAL SERIES FUND - GLOBAL PORTFOLIO Class I
|
|
|
|
|
|
IWR - iSHARES TRUST - iShares Russell Mid-Cap ETF
|
|
|
|
|
|
Railway Pension Investments Ltd
|
|
|
|
|
|
HESGX - Horizon Funds - Horizon ESG Defensive Core Fund Investor Class
|
|
|
|
|
|
Nvwm, Llc
|
|
|
|
|
|
MorganRosel Wealth Management, LLC
|
|
|
|
|
|
QMFNX - AQR Funds - AQR MS Fusion Fund Class N
|
|
|
|
|
|
Rockland Trust Co
|
|
|
|
|
|
MXEBX - GREAT-WEST FUNDS INC - Great-West Core Strategies: U.S. Equity Fund Institutional Class
|
|
|
|
|
|
Cerity Partners LLC
|
|
|
|
|
|
B. Metzler seel. Sohn & Co. AG
|
|
|
|
|
|
QCEQRX - COLLEGE RETIREMENT EQUITIES FUND - Equity Index Account Class R1
|
|
|
|
|
|
Swiss National Bank
|
|
|
|
|
|
Mraz, Amerine & Associates, Inc.
|
|
|
|
|
|
Pavion Blue Capital, LLC
|
|
|
|
|
|
IAXAX - Voya PARTNERS INC - VY(R) T. Rowe Price Diversified Mid Cap Growth Portfolio Class ADV
|
|
|
|
|
|
Machina Capital S.a.s.
|
|
|
|
|
|
Sierra Ocean, Llc
|
|
|
|
|
|
Southernsun Asset Management, Llc
|
|
|
|
|
|
Bradley Foster & Sargent Inc/ct
|
|
|
|
|
|
Guardian Wealth Management, Inc.
|
|
|
|
|
|
GSEW - Goldman Sachs ETF Trust - Goldman Sachs Equal Weight U.S. Large Cap Equity ETF
|
|
|
|
|
|
Ci Investments Inc.
|
|
|
|
|
|
FUNL - Advisor Managed Portfolios - CornerCap Fundametrics Large-Cap ETF
|
|
|
|
|
|
PWTAX - UBS INVESTMENT TRUST - UBS U.S. Allocation Fund Class A
|
|
|
|
|
|
BRYN MAWR TRUST Co
|
|
|
|
|
|
Moseley Investment Management Inc
|
|
|
|
|
|
Rakuten Securities, Inc.
|
|
|
|
|
|
Lyell Wealth Management, Lp
|
|
|
|
|
|
Rafferty Asset Management, LLC
|
|
|
|
|
|
UTRN - EXCHANGE TRADED CONCEPTS TRUST - Vesper U.S. Large Cap Short-Term Reversal Strategy ETF
|
|
|
|
|
|
REAP Financial Group, LLC
|
|
|
|
|
|
CFMCX - TRUST FOR PROFESSIONAL MANAGERS - Column Mid Cap Fund
|
|
|
|
|
|
CAVAX - SEI Catholic Values Trust - Catholic Values Equity Fund Class F, effective 1-31-2017 (formerly Class A)
|
|
|
|
|
|
Lindbrook Capital, Llc
|
|
|
|
|
|
Mml Investors Services, Llc
|
|
|
|
|
|
KINETICS PORTFOLIOS TRUST - Kinetics Paradigm Portfolio
|
|
|
|
|
|
QLFIX - AQR Funds - AQR LSE Fusion Fund Class I
|
|
|
|
|
|
VINAX - VANGUARD WORLD FUND - Vanguard Industrials Index Fund Admiral Shares
|
|
|
|
|
|
OMFL - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco Russell 1000(R) Dynamic Multifactor ETF
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Equity 500 Index Portfolio Class IA
|
|
|
|
|
|
CGDG - Capital Group Dividend Growers ETF - Capital Group Dividend Growers ETF Share Class
|
|
|
|
|
|
Aptus Capital Advisors, LLC
|
|
|
|
|
|
Stratos Wealth Partners, LTD.
|
|
|
|
|
|
REAYX - RUSSELL INVESTMENT CO - Equity Income Fund Class Y
|
|
|
|
|
|
WealthTrak Capital Management LLC
|
|
|
|
|
|
FSUMX - FIDELITY SUMMER STREET TRUST - Fidelity Series Sustainable U.S. Market Fund
|
|
|
|
|
|
EQ ADVISORS TRUST - 1290 VT SmartBeta Equity Portfolio Class IB
|
|
|
|
|
|
Geneos Wealth Management Inc.
|
|
|
|
|
|
GVUS - Goldman Sachs ETF Trust - Goldman Sachs MarketBeta(R) Russell 1000 Value Equity ETF
|
|
|
|
|
|
Norden Group Llc
|
|
|
|
|
|
Victory Capital Management Inc
|
|
|
|
|
|
Piscataqua Savings Bank
|
|
|
|
|
|
Park Square Financial Group, LLC
|
|
|
|
|
|
CCOR - Listed Funds Trust - Core Alternative ETF
|
|
|
|
|
|
DXUV - Dimensional ETF Trust - Dimensional US Vector Equity ETF
|
|
|
|
|
|
VFINX - VANGUARD INDEX FUNDS - Vanguard 500 Index Fund Investor Shares
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Global Equity Managed Volatility Portfolio Class IB
|
|
|
|
|
|
GWM Advisors LLC
|
|
|
|
|
|
Quantinno Capital Management LP
|
|
|
|
|
|
Ameritas Advisory Services, LLC
|
|
|
|
|
|
One + One Wealth Management, Llc
|
|
|
|
|
|
Erste Asset Management GmbH
|
|
|
|
|
|
SPXL - Direxion Shares ETF Trust - Direxion Daily S&P 500(R) Bull 3X Shares
|
|
|
|
|
|
Red Tortoise LLC
|
|
|
|
|
|
JSTC - Tidal ETF Trust - Adasina Social Justice All Cap Global ETF
|
|
|
|
|
|
MTM Investment Management, LLC
|
|
|
|
|
|
WFIOX - WELLS FARGO FUNDS TRUST - Wells Fargo Index Fund Administrator Class
|
|
|
|
|
|
Amundi
|
|
|
|
|
|
Net Worth Advisory Group
|
|
|
|
|
|
Bokf, Na
|
|
|
|
|
|
JNL SERIES TRUST - JNL S&P 500 Index Fund (I)
|
|
|
|
|
|
Vanguard Group Inc
|
|
|
|
|
|
Parsons Capital Management Inc/ri
|
|
|
|
|
|
Courier Capital Llc
|
|
|
|
|
|
Prescott Group Capital Management, L.l.c.
|
|
|
|
|
|
Hm Payson & Co
|
|
|
|
|
|
SFAAX - WELLS FARGO FUNDS TRUST - Wells Fargo Index Asset Allocation Fund Class A
|
|
|
|
|
|
BEEZ - EA Series Trust - Honeytree U.S. Equity ETF
|
|
|
|
|
|
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Sustainability Core 1 Portfolio Shares
|
|
|
|
|
|
Apella Capital, LLC
|
|
|
|
|
|
Catalyst Capital Advisors LLC
|
|
|
|
|
|
Parkside Financial Bank & Trust
|
|
|
|
|
|
Northwestern Mutual Investment Management Company, Llc
|
|
|
|
|
|
XCLR - Global X Funds - Global X S&P 500 Collar 95-110 ETF
|
|
|
|
|
|
Dearborn Partners Llc
|
|
|
|
|
|
Brinker Capital Investments, LLC
|
|
|
|
|
|
DSI - iSHARES TRUST - iShares MSCI KLD 400 Social ETF
|
|
|
|
|
|
FTLS - First Trust Exchange-Traded Fund III - First Trust Long/Short Equity ETF
|
|
|
|
|
|
Confluence Investment Management Llc
|
|
|
|
|
|
Mutual Of America Capital Management Llc
|
|
|
|
|
|
Exchange Traded Concepts, Llc
|
|
|
|
|
|
SSPIX - SEI INSTITUTIONAL MANAGED TRUST - SIMT S&P 500 Index Fund Class F
|
|
|
|
|
|
SWLGX - SCHWAB CAPITAL TRUST - Schwab U.S. Large-Cap Growth Index Fund
|
|
|
|
|
|
Skopos Labs, Inc.
|
|
|
|
|
|
VFQY - VANGUARD WELLINGTON FUND - Vanguard U.S. Quality Factor ETF ETF Shares
|
|
|
|
|
|
DFVEX - Dfa Investment Dimensions Group Inc - U.s. Vector Equity Portfolio - Institutional Class
|
|
|
|
|
|
POMIX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Total Equity Market Index Fund
|
|
|
|
|
|
IFG Advisory, LLC
|
|
|
|
|
|
CMJAX - Calvert Responsible Index Series, Inc. - Calvert US Mid-Cap Core Responsible Index Fund Class A
|
|
|
|
|
|
NORTHWESTERN MUTUAL SERIES FUND INC - Index 500 Stock Portfolio
|
|
|
|
|
|
IWP - iSHARES TRUST - iShares Russell Mid-Cap Growth ETF
|
|
|
|
|
|
Texas Bank & Trust Co
|
|
|
|
|
|
D.B. Root & Company, LLC
|
|
|
|
|
|
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT GS Large Cap Equity Insights Fund Class Y
|
|
|
|
|
|
Humankind Benefit Corp - Humankind US Stock ETF
|
|
|
|
|
|
Shell Asset Management Co
|
|
|
|
|
|
Ameriprise Financial Inc
|
|
|
|
|
|
LRI Investments, LLC
|
|
|
|
|
|
Flagship Harbor Advisors, Llc
|
|
|
|
|
|
Prestige Wealth Management Group LLC
|
|
|
|
|
|
Blair William & Co/il
|
|
|
|
|
|
DRDAX - TRUST FOR PROFESSIONAL MANAGERS - Dearborn Partners Rising Dividend Fund - Class A Shares
|
|
|
|
|
|
Baird Financial Group, Inc.
|
|
|
|
|
|
Resona Asset Management Co.,Ltd.
|
|
|
|
|
|
Tiaa Trust, National Association
|
|
|
|
|
|
Mcrae Capital Management Inc
|
|
|
|
|
|
CIBC Private Wealth Group, LLC
|
|
|
|
|
|
NUDV - Nushares ETF Trust - Nuveen ESG Dividend ETF
|
|
|
|
|
|
Hall Laurie J Trustee
|
|
|
|
|
|
UDIV - Franklin Templeton ETF Trust - Franklin LibertyQ Global Dividend ETF
|
|
|
|
|
|
Dagco, Inc.
|
|
|
|
|
|
VTSMX - VANGUARD INDEX FUNDS - Vanguard Total Stock Market Index Fund Investor Shares
|
|
|
|
|
|
Woodline Partners LP
|
|
|
|
|
|
Wall Street Access Asset Management, LLC
|
|
|
|
|
|
SEASONS SERIES TRUST - SA Multi-Managed Large Cap Growth Portfolio Class 1
|
|
|
|
|
|
CUSUX - Six Circles Trust - Six Circles U.S. Unconstrained Equity Fund
|
|
|
|
|
|
Kempen Capital Management N.v.
|
|
|
|
|
|
Radnor Capital Management, LLC
|
|
|
|
|
|
GOLDMAN SACHS VARIABLE INSURANCE TRUST - Goldman Sachs U.S. Equity Insights Fund Institutional
|
|
|
|
|
|
Montag & Caldwell, Llc
|
|
|
|
|
|
Mowery & Schoenfeld Wealth Management, LLC
|
|
|
|
|
|
Aim Variable Insurance Funds (invesco Variable Insurance Funds) - Invesco V.i. Equally-weighted S&p 500 Fund Series I
|
|
|
|
|
|
FCFMX - FIDELITY CONCORD STREET TRUST - Fidelity Series Total Market Index Fund
|
|
|
|
|
|
Millennium Management Llc
|
|
|
|
|
|
XAOKX - VARIABLE INSURANCE PRODUCTS FUND II - Index 500 Portfolio Initial Class
|
|
|
|
|
|
Voya Financial Advisors, Inc.
|
|
|
|
|
|
Callan Family Office, LLC
|
|
|
|
|
|
IQSU - IndexIQ ETF Trust - IQ Candriam ESG US Equity ETF
|
|
|
|
|
|
Pegasus Asset Management, Inc.
|
|
|
|
|
|
Klp Kapitalforvaltning As
|
|
|
|
|
|
Crown Oak Advisors, LLC
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Allianz Asset Management GmbH
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Public Employees Retirement Association Of Colorado
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Capital A Wealth Management, LLC
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RIFAX - RUSSELL INVESTMENT FUNDS - U.S. Strategic Equity Fund
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WBIF - Absolute Shares Trust - WBI BullBear Value 3000 ETF
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Securian Asset Management, Inc
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CRTC - DBX ETF TRUST - Xtrackers US National Critical Technologies ETF
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Atomi Financial Group, Inc.
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SUNAMERICA SERIES TRUST - SA Goldman Sachs Multi-Asset Insights Portfolio Class 1
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Generali Asset Management SPA SGR
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JAGMX - JOHN HANCOCK VARIABLE INSURANCE TRUST - 500 Index Trust NAV
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Kozak & Associates, Inc.
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Daiwa Securities Group Inc.
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UPRO - PROSHARES TRUST - ProShares UltraPro S&P500
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DCOR - Dimensional ETF Trust - Dimensional US Core Equity 1 ETF
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Harvest Fund Management Co., Ltd
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DFAU - Dimensional ETF Trust - Dimensional US Core Equity Market ETF
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Fenimore Asset Management Inc
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Gibbs Wealth Management
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USMF - WisdomTree Trust - WisdomTree U.S. Multifactor Fund N/A
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Deutsche Bank Ag\
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Dunhill Financial, LLC
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Cibc World Markets Corp
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Vise Technologies, Inc.
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State Of Michigan Retirement System
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XTR - Global X Funds - Global X S&P 500 Tail Risk ETF
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Capital Group Private Client Services, Inc.
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QVML - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 QVM Multi-factor ETF
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PRINCIPAL VARIABLE CONTRACTS FUNDS INC - Principal Capital Appreciation Account Class 1
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DALCX - UNIFIED SERIES TRUST - Dean Mid Cap Value Fund
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Tectonic Advisors Llc
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Asset Dedication, LLC
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Ntv Asset Management Llc
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Choate Investment Advisors
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JENSX - Jensen Quality Growth Fund Inc - The Jensen Quality Growth Fund Inc J Shares
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CMEUX - Six Circles Trust - Six Circles Managed Equity Portfolio U.S. Unconstrained Fund
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Invesco Ltd.
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Union Savings Bank
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Hamilton Point Investment Advisors, LLC
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Adage Capital Partners Gp, L.l.c.
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QIDX - Spinnaker ETF Series - Indexperts Quality Earnings Focused ETF
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LMR Partners LLP
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GVIZX - GuideStone Funds - Value Equity Index Fund Investor
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New York State Teachers Retirement System
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Moneta Group Investment Advisors Llc
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Accurate Wealth Management, LLC
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DVOL - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust Dorsey Wright Momentum & Low Volatility ETF
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VMGIX - VANGUARD INDEX FUNDS - Vanguard Mid-Cap Growth Index Fund Investor Shares
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RPMGX - T. Rowe Price Mid-Cap Growth Fund, Inc. - T. Rowe Price Mid-Cap Growth Fund, Inc.
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Dean Investment Associates, Llc
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BMVP - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco Dynamic Market ETF
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First Hawaiian Bank
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EFIV - Spdr Series Trust - Spdr S&p 500 Esg Etf
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PREIX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Equity Index 500 Fund
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AVUSX - AMERICAN CENTURY ETF TRUST - Avantis U.S. Equity Fund Institutional Class
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Marietta Investment Partners Llc
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Apollon Wealth Management, LLC
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FIDU - FIDELITY COVINGTON TRUST - Fidelity MSCI Industrials Index ETF
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SSPY - Exchange Listed Funds Trust - Stratified LargeCap Index ETF
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FORA Capital, LLC
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Spdr S&p 500 Etf Trust
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Board of the Pension Protection Fund
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Mercer Global Advisors Inc /adv
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PDS Planning, Inc
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Susquehanna International Group, Llp
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Tairen Capital Ltd
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Wealth Enhancement Advisory Services, Llc
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AUSF - Global X Funds - Global X Adaptive U.S. Factor ETF
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PY - Principal Exchange-Traded Funds - Principal Shareholder Yield Index ETF
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ESGV - VANGUARD WORLD FUND - Vanguard ESG U.S. Stock ETF ETF Shares
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Fjarde Ap-fonden /fourth Swedish National Pension Fund
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Congress Asset Management Co /ma
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LGT Financial Advisors LLC
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New Age Alpha Funds Trust - NAA Mid Growth Fund Institutional Class
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Commonwealth Equity Services, Llc
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Welch & Forbes Llc
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Traphagen Investment Advisors Llc
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CSMDX - Copeland Trust - Copeland SMID Cap Dividend Growth Fund Class I Shares
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LPL Financial LLC
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Argent Trust Co
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Invesco Exchange-Traded Fund Trust II - Invesco ESG S&P 500 Equal Weight ETF
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QCSTRX - COLLEGE RETIREMENT EQUITIES FUND - Stock Account Class R1
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VGLSX - VALIC Co I - Global Strategy Fund
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FHOFX - FIDELITY SALEM STREET TRUST - Fidelity Series Large Cap Growth Index Fund
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Salomon & Ludwin, LLC
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Earnest Partners Llc
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SFY - Tidal ETF Trust - SoFi Select 500 ETF
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FSA Wealth Management LLC
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Bank Of Montreal /can/
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SSSPX - STATE STREET VARIABLE INSURANCE SERIES FUNDS INC - State Street S&P 500 Index V.I.S. Fund Class 1 Shares
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AMTAX - AB BOND FUND, INC. - AB All Market Real Return Portfolio Class A
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Asset Planning,Inc
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GAFCX - VIRTUS ALTERNATIVE SOLUTIONS TRUST - Virtus AlphaSimplex Global Alternatives Fund Class C
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Prosperity Consulting Group, LLC
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Front Row Advisors LLC
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Rothschild Investment Llc
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Simon Quick Advisors, Llc
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FLCGX - Meeder Funds - QUANTEX FUND Retail Class
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Brighthouse Funds Trust I - T. Rowe Price Mid Cap Growth Portfolio Class A
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Heritage Wealth Advisors
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Ami Asset Management Corp
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SPFFX - Exchange Place Advisors Trust - Sphere 500 Climate Fund
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Ossiam
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Hilltop Holdings Inc.
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SG Americas Securities, LLC
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Nicolet Advisory Services, Llc
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Brighthouse Funds Trust I - AB Global Dynamic Allocation Portfolio Class B
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XLI - SELECT SECTOR SPDR TRUST - The Industrial Select Sector SPDR Fund
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WealthTrust Axiom LLC
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Astoria Portfolio Advisors LLC.
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FXAIX - FIDELITY CONCORD STREET TRUST - Fidelity 500 Index Fund
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Kentucky Retirement Systems Insurance Trust Fund
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City State Bank
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Caisse De Depot Et Placement Du Quebec
|
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Montag A & Associates Inc
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DFSU - Dimensional ETF Trust - Dimensional US Sustainability Core 1 ETF
|
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LKBAX - LKCM Funds - LKCM Balanced Fund
|
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STXV - EA Series Trust - Strive 1000 Value ETF
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VFTNX - VANGUARD WORLD FUND - Vanguard FTSE Social Index Fund Institutional Shares
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FLSP - Franklin Templeton ETF Trust - Franklin Liberty Systematic Style Premia ETF
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GGUS - Goldman Sachs ETF Trust - Goldman Sachs MarketBeta(R) Russell 1000 Growth Equity ETF
|
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VisionPoint Advisory Group, LLC
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Eagle Bay Advisors LLC
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Atlas Brown,Inc.
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